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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Young is an investment advisor representative with Cadaret, Grant & Co., Inc., having joined the firm in July 2024. Previously, Bernard worked with MML Investors Services, LLC in Boston, MA and T3 Trading Group, LLC in New York, NY. Bernard holds Series 63, Series 65, Series 7TO, Series 57TO and SIE licenses. Bernard is registered in Connecticut and Massachusetts and provides financial planning, portfolio management and other services to a wide range of clients.
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.
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
CT
07/17/2024 - Present
Cadaret, Grant & CO., Inc. (WETHERSFIELD CT)
MA
01/31/2024 - 07/10/2024
MML INVESTORS SERVICES, LLC (BOSTON MA)
NY
07/18/2022 - 08/26/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 10/21/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
Series 57TO - Securities Trader Exam
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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