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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Marie Smith is an experienced financial advisor with over 25 years of experience in the industry. Bernadette has been registered with Ameriprise Financial Services, LLC since 2018 and is a Registered Representative (RR) and Investment Advisor Representative (IAR) in both Pennsylvania and West Virginia. Prior to joining Ameriprise, Bernadette worked for HAZLETT, BURT & WATSON, INC. for several years and was also previously registered with BANC ONE SECURITIES CORPORATION and PARKER/HUNTER INCORPORATED. Bernadette is a Series 7, Series 63, and Series 65 licensed advisor and has passed the Securities Industry Essentials (SIE) exam. Bernadette provides a variety of financial planning and investment management services to her clients, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.
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.
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2
WV
05/02/2018 - Present
Ameriprise Financial Services, LLC (Wheeling WV)
WV
09/03/2003 - 05/24/2018
HAZLETT, BURT & WATSON, INC. (WHEELING WV)
IL
06/26/1998 - 09/03/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
PA
04/11/1997 - 06/09/1998
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 07/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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