Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Kashmann is a financial advisor at RBC Capital Markets, LLC with over 40 years of experience in the industry. Bernard has been registered with the Financial Industry Regulatory Authority (FINRA) since 1981 and is currently registered with the state of New Jersey, Pennsylvania, and Texas. Bernard holds Series 4, 7, 6, 24, 52, 53, 63 and 65 licenses. Bernard has a history of working with clients including corporations or other businesses, high-net-worth individuals, insurance companies, and pension and profit-sharing plans.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
03/30/2017 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
10/29/1979 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 06/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1985
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/20/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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