Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernadette? Claim Your ProfileBernadette Therese Wan Yu Huang is a financial advisor registered with Equita Financial Network, Inc. Bernadette has worked in the financial services industry since 2013. She has extensive experience providing financial planning services and portfolio management to individuals and charitable organizations. Bernadette is a Certified Financial Planner and a Chartered Financial Analyst. Her work includes maintenance of a residential property for personal use, as well as investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
09/24/2024 - Present
Equita Financial Network, Inc. (New Haven CT)
Active
Inactive
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