Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Jones is a financial professional with Northwestern Mutual Investment Services, LLC. Bernard has been working in the financial industry since 2021. Bernard has a Series 63, Series 6TO and SIE license and is registered to conduct business in 14 states, including California, District of Columbia, Florida, Georgia, Iowa, Louisiana, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia and Washington. Bernard's firm is headquartered in Milwaukee, Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
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VA
04/12/2022 - Present
Northwestern Mutual Investment Services, LLC (MC LEAN VA)
VA
04/16/2021 - 09/22/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
BC
Issued 04/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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