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 professional with over 28 years of experience in the industry. Bernard is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative. Bernard has a broad range of experience and holds several designations, including Certified Financial Planner, Chartered Financial Consultant and Personal Financial Specialist. Bernard has previously been registered with Questar Capital Corporation, Orion Trading, LLC, Wilbanks Securities, Inc., Sunset Financial Services, Inc., Donahue Securities, Inc., L.M. Kohn & Company and H.D. Vest Investment Securities, Inc.. Bernard provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Bernard is committed to providing clients with comprehensive financial advice and services that meet their individual needs.
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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2
FL
08/06/2024 - Present
Cetera Investment Advisers LLC (Maitland 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 9/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/8/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/3/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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