Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Adair is a financial advisor with over 30 years of experience in the industry. Bernard has a proven track record of success in helping individuals and families achieve their financial goals. Bernard is registered to provide investment advice in 32 states and the District of Columbia and is a Registered Representative of Merrill Lynch, Pierce, Fenner & Smith Inc.. Prior to joining Merrill Lynch, Bernard worked for several other firms, including Dominick & Dominick, Incorporated, Prescott, Ball & Turben, Inc., Gulfstream Financial Associates, Inc., First American Asset Management Group, Inc., and Welco Securities, Inc. Bernard is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
04/30/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JUPITER FL)
CT
06/11/1990 - 04/01/1991
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
01/02/1990 - 06/13/1990
PRESCOTT, BALL & TURBEN, INC.
NA
12/07/1987 - 01/02/1990
GULFSTREAM FINANCIAL ASSOCIATES, INC.
NA
12/23/1986 - 03/02/1988
FIRST AMERICAN ASSET MANAGEMENT GROUP, INC.
NA
11/21/1986 - 01/02/1987
WELCO SECURITIES, INC.
IA
Issued 11/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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