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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Barry Salzman is a financial advisor with over 40 years of experience in the financial services industry. Bernard is currently a partner and advisor at Steward Partners Investment Advisory, LLC, based in Baltimore, MD. Bernard has a broad range of experience, having previously worked at Raymond James Financial Services, Inc., Morgan Stanley, UBS Financial Services Inc., and other firms. Bernard is registered with FINRA as well as in 27 states across the country. Bernard holds several licenses, including Series 7, Series 8, Series 9, Series 10, Series 63, Series 65 and SIE, in addition to other qualifications.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
MD
11/07/2017 - Present
Steward Partners Investment Advisory, LLC (BALTIMORE MD)
MD
10/20/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BALTIMORE MD)
MD
06/01/2009 - 10/24/2017
MORGAN STANLEY (BALTIMORE MD)
MD
08/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BALTIMORE MD)
MD
05/05/2003 - 08/21/2008
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
NJ
04/29/2002 - 05/19/2003
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
11/30/1979 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
06/01/1976 - 12/30/1979
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
02/14/1974 - 10/01/1976
JANUS SECURITIES INC
NA
04/13/1971 - 02/26/1974
BACHE & CO INCORPORATED
NA
09/08/1970 - 05/13/1971
ALEX. BROWN & SONS
IA
Issued 10/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/9/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 8/16/1988
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/1973
F04 - Financial Principal Examination
BC
Issued 12/17/1973
Series 00 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1982
Series 15 - Foreign Currency Options Examination
BC
Issued 10/20/1981
Series 5 - Interest Rate Options Examination
BC
Issued 6/2/1977
PC - AMEX Put and Call Exam
BC
Issued 4/21/1969
Series 000 - General Securities Principal Examination
BC
Issued 3/27/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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