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 a financial advisor with Cetera Investment Advisers LLC. Bernard has been in the financial services industry since 2000. Bernard has a Series 63, 66 and 7 securities licenses. Bernard also holds the SIE designation. Bernard has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Bernard's firm, Cetera Investment Advisers LLC, is a large financial advisory firm with over 400,000 clients and $100 billion in assets under management. The firm offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Bernard specializes in providing personalized financial advice to individuals and families.
ALGONQUIN, IL
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.
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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 9/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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