Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Jerome McTernan is a registered representative with Needham & Company, LLC. Bernard has over 10 years of experience in the financial services industry, having previously worked at ROSENBLATT SECURITIES INC. and MORGAN STANLEY & CO. LLC. Bernard holds the Series 7, 86, and 87 securities licenses and is registered in California, Connecticut, Illinois, Massachusetts, Minnesota, and New York.
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.
Securities research
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.
Pursuant to csa agreements
1
2
NY
04/06/2021 - Present
Needham & Company, LLC (NEW YORK NY)
NY
02/28/2019 - 03/19/2021
ROSENBLATT SECURITIES INC. (NEW YORK NY)
NY
08/30/2010 - 05/01/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 03/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/05/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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