Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Reitman is a financial advisor with PFS Investments Inc., registered with FINRA and the Securities and Exchange Commission (SEC). Bernard has been in the financial industry since 1993, and has been registered with PFS Investments Inc. since 2011. Bernard has a variety of licenses and certifications, including Series 6, Series 63, Series 26, and Series 65. Bernard provides financial planning and portfolio management services to individuals and corporations. Bernard Reitman's experience and credentials make him a valuable resource for individuals and families seeking financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/20/2011 - Present
PFS Investments Inc. (WAKEFIELD MA)
IA
Issued 06/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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