Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Edward Packard II is a financial advisor with over 20 years of experience in the industry. Bernard is registered with Raymond James & Associates, Inc. He is also a Certified Financial Planner. Bernard has been a registered representative with Raymond James since 2009. Previously, he was with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Bernard is licensed to conduct business in several states, including Texas, Florida, Georgia, Indiana, and California. He is also a licensed investment adviser representative in Georgia and Indiana. Bernard specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. He is dedicated to helping his clients achieve their financial goals and aspirations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
03/29/2022 - Present
Raymond James & Associates, Inc. (SOUTH BEND IN)
IN
06/01/2009 - 09/21/2009
MORGAN STANLEY SMITH BARNEY (SOUTH BEND IN)
IN
09/08/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTH BEND IN)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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