Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Francis Taillon is a financial advisor with LPL Financial LLC, based in Lakewood, Colorado. Bernard has been in the financial industry since 1993, and has been with LPL Financial since 2008. Bernard has a wide range of experience in the financial services industry, including experience with Securities America, Inc., Walnut Street Securities, Inc., Eisner Securities, Inc., Clearing Services of America, Inc., Peerson & Company, Inc., H.J. Meyers & Co., Inc., Hibbard Brown & Co., Inc., and Westfield Financial Corporation. Bernard holds Series 4, 7, 24, 27, 63, and 65 licenses and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, consulting and other non-discretionary advisory services, and educational seminars.
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.
1
2
CO
03/28/2013 - Present
LPL Financial LLC (LAKEWOOD CO)
CO
10/03/2005 - 08/01/2008
SECURITIES AMERICA, INC. (AUROA CO)
CA
10/26/2001 - 10/06/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
02/06/1998 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
NA
01/02/1998 - 01/26/1998
EISNER SECURITIES, INC.
MO
09/17/1996 - 12/31/1997
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
IN
09/12/1995 - 12/05/1996
PEERSON & COMPANY, INC. (WHITING IN)
NY
08/22/1994 - 08/31/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/08/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 01/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1996
Series 4 - Registered Options Principal Examination
BC
Issued 09/27/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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