Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Kai Yip is a financial advisor with Raymond James Financial Services Advisors, Inc. Bernard has been a registered financial advisor since 1993. Bernard is a Certified Financial Planner and a Chartered Financial Consultant. Bernard has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Bernard provides financial planning, portfolio management, and other advisory services to clients. Bernard is also a registered investment advisor and provides investment advisory services to clients in Hawaii and Texas. Bernard has over 25 years of experience in the financial services industry.
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.
Hourly & fixed rate consultations
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.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
HI
04/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (HONOLULU HI)
HI
03/29/1999 - 05/02/2017
BANCWEST INVESTMENT SERVICES, INC. (HONOLULU HI)
CA
04/01/1996 - 04/06/1999
MUTUAL SECURITIES, INC. (CAMARILLO CA)
MA
09/21/1993 - 06/09/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/21/1993 - 06/09/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bernard Yip is the right advisor for you? Invested Better is here to help.
