Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Byrne Fernelius is a financial advisor who has been in the industry since June 3, 1985. Bart is currently registered with Ameriprise Financial Services, LLC. Bart is a Certified Financial Planner® and has experience providing financial planning, asset allocation, and investment management services to individuals, corporations, and charitable organizations. Bart has a strong commitment to building long-term relationships with clients and providing them with personalized financial advice. Bart's previous experience includes roles at CUNA Brokerage Services, Inc., Financial Network Investment Corporation, Griffin Financial Services, and Associated Planners Securities Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
10/22/2024 - Present
Ameriprise Financial Services, LLC (Woodland Hills CA)
IA
07/28/1994 - 03/14/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
06/12/1991 - 07/30/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
02/05/1991 - 06/17/1991
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
02/13/1987 - 01/04/1991
GRIFFIN FINANCIAL SERVICES
NA
08/24/1983 - 06/03/1985
ASSOCIATED PLANNERS SECURITIES CORPORATION
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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