Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard McGinn is an investment advisor representative associated with McGinn Penninger Investment Managment. Bernard has been in the industry since 1982. He has a Series 7, Series 63, and Series 65 license. Bernard is also a Chartered Financial Analyst. Bernard has been employed with McGinn Investment Managment since 1992.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
04/03/2019 - Present
McGinn Penninger Investment Managment (ALEXANDRIA VA)
NA
04/15/1992 - 01/05/1993
GRAHAM, ROGERS & COMPANY, INC.
NA
12/05/1984 - 12/04/1991
KIDDER, PEABODY & CO. INCORPORATED
NA
08/26/1982 - 11/16/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bernard McGinn is the right advisor for you? Invested Better is here to help.
