Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Allen Bouse is a financial advisor registered in 16 states and has been working in the financial industry since November 1992. Bernard is currently registered with LPL Enterprise, LLC and has also been registered with Equico Securities, Inc. and The Equitable Life Assurance Society of the United States in the past. Bernard has passed the Series 63, Series 65, Series 6 and SIE exams. Bernard specializes in providing financial planning, portfolio management, and educational seminars. He is also available for consulting and other non-discretionary advisory services. Bernard is committed to providing his clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IN
11/14/2024 - Present
LPL Enterprise, LLC (LAFAYETTE IN)
NY
11/03/1992 - 07/19/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/03/1992 - 07/19/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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