Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard A. Keeney is a financial professional with over two decades of experience in the industry. Bernard has held positions at Nationwide Investment Services Corporation and Nationwide Advisory Services, Inc. Bernard is currently registered with J.P. Morgan Securities LLC and holds the Series 6, Series 63, Series 99, and SIE licenses. Bernard also holds the Uniform Investment Adviser Law Examination (Series 65) license. Bernard's areas of expertise include financial planning, pension consulting, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
11/03/2017 - Present
J.p. Morgan Securities LLC (New York NY)
OH
12/17/1998 - 09/30/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
OH
10/28/1996 - 02/25/1999
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 07/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 99 - Operations Professional Examination
BC
Issued 10/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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