Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Rivinius is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Bismarck, ND. Bernadette has over 29 years of experience in the financial services industry. Bernadette has a broad range of experience and expertise, including experience with high-net-worth individuals, corporations and other businesses, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and investment clubs. Bernadette specializes in investment advisory services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Prior to joining Stifel, Nicolaus & Company, Inc., Bernadette was a financial advisor with UBS Financial Services Inc. and Piper Jaffray & Co.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ND
09/11/2009 - Present
Stifel, Nicolaus & Company, Inc. (BISMARCK ND)
ND
08/12/2006 - 09/11/2009
UBS FINANCIAL SERVICES INC. (BISMARCK ND)
ND
06/17/2002 - 08/12/2006
PIPER JAFFRAY & CO. (BISMARCK ND)
CA
12/13/2000 - 06/27/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/13/2000 - 03/13/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
09/24/1993 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/31/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bernadette Rivinius is the right advisor for you? Invested Better is here to help.
