Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Braudis is a financial advisor with over 20 years of experience in the industry. Bernard is currently registered with Soltis Investment Advisors, LLC, a firm specializing in providing investment advisory services to individuals, families, and institutional clients. Bernard’s expertise in providing financial advice extends across a wide range of investment strategies, including portfolio management, financial planning, and retirement planning. Bernard has a strong track record of success, and 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
02/03/2022 - Present
Soltis Investment Advisors, LLC (ST. GEORGE UT)
CT
05/12/2017 - 02/12/2018
HERBERT J. SIMS & CO. INC. (FAIRFIELD CT)
NY
09/19/2000 - 07/01/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NA
01/03/1990 - 09/28/1990
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/15/1988 - 01/08/1990
SHEARSON LEHMAN HUTTON INC.
NA
10/20/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
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