Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Salamone is a financial advisor with over 20 years of experience in the financial services industry. Bernard is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6 and Series 63 licenses. Bernard is currently employed with Mercer Global Advisors Inc. and has previously worked with Leigh Baldwin & Co., LLC, Ensemble Financial Services, Inc., and Royal Alliance Associates, Inc. Bernard's areas of expertise include financial planning, investment management, and estate planning. Bernard is committed to providing his clients with personalized financial advice and guidance.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
08/23/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
NY
08/23/2011 - 12/31/2021
LEIGH BALDWIN & CO., LLC (ROCHESTER NY)
NY
01/14/2002 - 08/26/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
AZ
02/02/2001 - 12/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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