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Bernadette Guinn

City National Securities, Inc.

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About Bernadette Guinn

Bernadette Guinn is a financial advisor with City National Securities, Inc. located in Las Vegas, Nevada. Bernadette has been in the financial industry since 1998. Bernadette holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Prior to joining City National Securities, Inc., Bernadette worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC. Bernadette is registered to provide investment advice in Nevada.

Firm Information

Bernadette Guinn is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mutual fund fees, broker fees & transaction fees

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Bernadette Guinn’s Registration & Firm History

NV

10/20/2016 - Present

City National Securities, Inc. (LAS VEGAS NV)

NV

10/23/2009 - 08/11/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSON NV)

NV

07/12/1999 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSON NV)

CA

01/27/1998 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

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Licenses & Designations

BC

Issued 12/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernadette Guinn.
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