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 Strout is a financial advisor with Cetera Investment Advisers LLC in New York, NY. Bernadette has been in the financial services industry since 2004. She holds a Series 7, Series 66 and SIE license and is registered in New York, New Jersey, California, Florida, Maine, Maryland, Pennsylvania. Bernadette is a Certified Financial Planner and provides financial planning, pension consulting, educational seminars, 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.
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
NY
03/31/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
01/15/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NJ
01/17/2012 - 01/15/2016
TRIAD ADVISORS, INC. (Edison NJ)
NJ
09/26/2008 - 01/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
NJ
09/03/2004 - 10/14/2008
UBS FINANCIAL SERVICES INC. (MANALAPAN NJ)
BOTH
Issued 9/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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