Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Kiesel is a financial advisor at Ameriprise Financial Services, LLC. Bernard has been working in the financial services industry since 1994. Bernard has a broad range of experience, having worked at a variety of firms including Questar Capital Corporation, Orion Trading, LLC, and Wilbanks Securities, Inc. Bernard is a Certified Financial Planner and a Chartered Financial Consultant, and has earned the Series 7, 6, 24, 27, and 66 securities licenses, as well as the SIE.
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.
Asset allocation services
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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2
FL
12/09/2024 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
01/10/2014 - 09/09/2015
QUESTAR CAPITAL CORPORATION (MAITLAND FL)
FL
05/24/2011 - 01/10/2014
ORION TRADING, LLC (WINTER PARK FL)
FL
03/03/2003 - 01/10/2014
WILBANKS SECURITIES, INC. (MAITLAND FL)
MO
09/25/2001 - 02/27/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
11/05/1998 - 10/21/1999
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
08/27/1998 - 11/30/1998
L.M. KOHN & COMPANY (CINCINNATI OH)
TX
12/04/1991 - 10/07/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 11/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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