Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Paniak is an investment advisor representative with Cetera Investment Advisers LLC. Bernard has been in the securities industry since May 2000. Bernard has passed the Series 63, Series 7, Series 66, and SIE exams. Bernard has registrations in Illinois and South Carolina. Bernard has previously worked with Financial Network Investment Corporation in El Segundo, California. Bernard is also the owner of Bernard J. Paniak which provides tax preparation services and BJP Economics, which provides economic consulting.
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.
1
2
IL
09/14/2009 - Present
Cetera Investment Advisers LLC (ALGONQUIN IL)
CA
05/09/2000 - 06/17/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 09/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bernard Paniak is the right advisor for you? Invested Better is here to help.
