Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Gerard Sandford has been in the financial services industry since May 17, 2001. Currently, Bernard is registered with Integrated Wealth Concepts LLC, a Registered Investment Advisor. Previously, Bernard was employed with Coburn & Meredith, Inc., Winslow, Evans & Crocker, Inc., Delta Equity Services Corporation, and Eaton Vance Distributors, Inc. Bernard is licensed in 15 states and is a Series 6, 7, 63, 65, 79TO, 99TO, and SIE licensed individual. Bernard has been providing financial planning and investment advisory services for over two decades. Bernard is committed to providing clients with personalized service and a comprehensive financial plan.
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.
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
MA
07/13/2021 - Present
Integrated Wealth Concepts LLC (BOSTON MA)
MA
10/24/2012 - 07/12/2021
COBURN & MEREDITH, INC. (BOSTON MA)
MA
05/05/2009 - 10/12/2012
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
03/02/2005 - 05/11/2009
DELTA EQUITY SERVICES CORPORATION (MEDFIELD MA)
MA
02/14/2001 - 12/09/2004
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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