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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 Hamilton jr is an investment advisor representative with Ameriprise Financial Services, LLC, in Philadelphia. Bernard Hamilton jr has been in the industry since 2004 and has a total of 20 years of experience. Bernard Hamilton jr has passed the Series 66, SIE, and Series 7 exams, as well as the Uniform Combined State Law Examination. Bernard Hamilton jr is currently registered in 22 states. Bernard Hamilton jr has held previous registrations with Charles Schwab & Co., Inc., Lincoln Financial Distributors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Bernard Hamilton jr specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/20/2020 - Present
Ameriprise Financial Services, LLC (Philadelphia PA)
PA
05/12/2010 - 05/08/2015
CHARLES SCHWAB & CO., INC. (PHILADELPHIA PA)
PA
12/20/2006 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
03/26/2004 - 07/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WEST CONSHOHOCKEN PA)
MN
03/26/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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