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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Levi Hirsh is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 17 years of experience in the financial services industry. Bernard has a wide range of experience, having worked at UBS Financial Services Inc. and Largo Trading, L.P. prior to joining Merrill Lynch. Bernard holds the Series 3, 7, 31, and 66 licenses, as well as the SIE exam. Bernard provides financial services to a variety of clients, including individuals, corporations, and institutions. Bernard is committed to providing his clients with the highest level of personalized service and investment advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
NJ
07/03/2007 - 09/30/2010
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
PA
09/18/2006 - 08/08/2008
LARGO TRADING, L.P. (MERION STATION PA)
BOTH
Issued 07/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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