Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard James Buckley is a financial advisor with over 30 years of experience in the industry. Bernard currently works with LPL Financial LLC, a large, well-established firm with a strong reputation. With his years of experience in the industry, Bernard provides a wide range of financial services to clients, including portfolio management, financial planning, and investment advice.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/21/2003 - Present
LPL Financial LLC (STERLING IL)
IL
08/01/2000 - 05/23/2003
PMG SECURITIES CORPORATION (ELGIN IL)
IL
06/07/1989 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
06/24/1985 - 03/12/1990
DRAKE & COMPANY INVESTMENT SERVICES, INC.
NA
03/18/1985 - 06/19/1985
FRANCIS MANZO & COMPANY, INCORPORATED
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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