Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Donohue has been in the financial services industry since 1999, starting his career at New England Securities. Bernard's experience includes a diverse range of clients including individuals, businesses, and charitable organizations. Bernard provides financial planning, pension consulting, and portfolio management services. Bernard is also a Certified Public Accountant. Bernard is currently registered with the state of Massachusetts as an Investment Advisor Representative and is associated with Financial Transparency. Bernard is committed to providing his clients with sound financial advice and helping them achieve their financial goals.
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.
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NC
07/24/2018 - Present
Financial Transparency (GREENSBORO NC)
MA
03/21/2007 - 08/07/2018
CSSC BROKERAGE SERVICES, INC. (WOBURN MA)
MA
08/05/2003 - 03/21/2007
MUTUAL SERVICE CORPORATION (WOBURN MA)
NY
12/07/1999 - 01/07/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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