Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Karl Semon is an investment advisor representative at Oneseven, a firm based in Beachwood, Ohio. Bernard has been in the financial services industry since 1998 and holds Series 3, 7, 63, and 65 licenses. Bernard has worked for several firms including Raymond James & Associates, Inc., Morgan Stanley, and Morgan Stanley & Co. Incorporated. Bernard specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals. Bernard is also a board member with El Paso Pro-Musica.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
04/03/2024 - Present
Oneseven (BEACHWOOD OH)
TX
08/07/2015 - 04/03/2024
RAYMOND JAMES & ASSOCIATES, INC. (EL PASO TX)
TX
06/01/2009 - 08/20/2015
MORGAN STANLEY (EL PASO TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (EL PASO TX)
TX
08/25/1998 - 04/02/2007
MORGAN STANLEY DW INC. (EL PASO TX)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
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