Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Michelle Connery is an investment advisor representative at Ellevest. Bernadette is registered with the state of New Mexico and New York and is currently in the process of becoming registered in California. Bernadette has passed the Uniform Investment Adviser Law Examination (Series 65). Before joining Ellevest, Bernadette worked in various roles for companies such as FedEx Office, Schweitzer Engineering Labs, Spokane Industries and Marcheso & Associates.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning workshops; 1:1 consulting
1
2
NM
08/11/2023 - Present
Ellevest (Albuquerque NM)
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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