Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Marie Law is a financial advisor currently registered with Edelman Financial Engines. Bernadette has over 20 years of experience in the financial services industry. Bernadette has held previous positions at various firms, including EF Legacy Securities, LLC, E*TRADE Securities LLC, BPU Investment Management Inc., and Wells Fargo Advisors, LLC. Bernadette has earned several licenses and professional designations, including Series 7, Series 10, Series 24, Series 31, and Series 66. Bernadette's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
10/28/2022 - Present
Edelman Financial Engines (BUTLER PA)
VA
03/20/2018 - 10/15/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
07/16/2014 - 03/30/2018
E*TRADE SECURITIES LLC (ARLINGTON VA)
VA
07/16/2014 - 09/30/2016
E*TRADE CLEARING LLC (ARLINGTON VA)
PA
09/20/2010 - 05/01/2014
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
01/01/2008 - 09/21/2010
WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)
PA
09/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURGH PA)
PA
03/07/2005 - 09/14/2007
FIFTH THIRD SECURITIES, INC. (PITTSBURGH PA)
OH
09/16/2003 - 10/13/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MO
11/29/2002 - 07/15/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/14/2000 - 12/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
06/08/2000 - 07/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/08/2000 - 07/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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