Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Tessitore is a financial advisor who has been in the industry since 1989. He is currently registered with Stifel Independent Advisors, LLC and holds Series 7, Series 63, and Series 65 licenses. He is a Certified Financial Planner and has experience working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Bernard has extensive experience in portfolio management, financial planning, and pension consulting.
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.
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2
LA
10/22/2009 - Present
Stifel Independent Advisors, LLC (NEW ORLEANS LA)
FL
08/22/2000 - 12/02/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/27/1990 - 08/21/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/19/1989 - 09/26/1990
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/19/1989 - 09/26/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 05/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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