Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard August Ventura is an investment advisor representative with LPL Financial LLC based in Jersey City, NJ. Bernard has over 37 years of experience in the financial services industry, having worked with several other firms prior to joining LPL Financial. Bernard’s experience spans several areas including, financial planning, pension consulting, portfolio management, and educational seminars. Bernard has a strong understanding of investment strategies and a passion for helping individuals and businesses achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/24/2020 - Present
LPL Financial LLC (JERSEY CITY NJ)
NJ
12/14/2012 - 04/02/2020
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 12/20/2012
MORGAN STANLEY (MORRISTOWN NJ)
NJ
10/22/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MORRISTOWN NJ)
NJ
09/26/1990 - 10/25/2007
A. G. EDWARDS & SONS, INC. (BERNARDSVILLE NJ)
NY
03/22/1983 - 10/16/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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