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Bernard Aloysius MacKara

Truist Investment Services, Inc.

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About Bernard Aloysius MacKara

Bernard MacKara is a financial advisor with over 30 years of experience in the industry. Bernard is currently registered with Truist Investment Services, Inc. in South Carolina. Bernard has a strong background in investments and financial planning, and is committed to providing personalized advice to help clients achieve their financial goals. Bernard has held previous positions with P.J. ROBB VARIABLE, LLC, BB&T INVESTMENT SERVICES, INC., HSBC SECURITIES (USA) INC., CHASE INVESTMENT SERVICES CORP., MDS SECURITIES INCORPORATED, and JOHN HANCOCK DISTRIBUTORS, INC. Bernard holds the Series 6, Series 26 and Series 63 licenses.

Firm Information

Bernard MacKara is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bernard MacKara’s Registration & Firm History

SC

06/28/2024 - Present

Truist Investment Services, Inc. (CHARLESTON SC)

TN

08/28/2017 - 05/22/2024

P.J. ROBB VARIABLE, LLC (MEMPHIS TN)

SC

11/30/2016 - 08/29/2017

BB&T INVESTMENT SERVICES, INC. (CHARLESTON SC)

DE

05/25/2006 - 08/05/2016

HSBC SECURITIES (USA) INC. (NEW CASTLE DE)

IL

11/07/1996 - 04/28/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IN

02/20/1995 - 07/31/1996

MDS SECURITIES INCORPORATED (CARMEL IN)

MA

08/31/1993 - 01/31/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

08/31/1993 - 01/31/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 08/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Aloysius MacKara.
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