Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Louis Smit is a financial advisor with over 30 years of experience in the financial services industry. Bernard is a Certified Financial Planner and a Chartered Financial Consultant, with a focus on providing financial planning, investment management, and retirement planning services to individuals and families. Bernard currently works with Wealth Enhancement Advisory Services, LLC, which is a firm that provides financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
09/14/2021 - Present
Wealth Enhancement Advisory Services, LLC (WALNUT CREEK CA)
CA
01/29/2001 - 09/15/2021
CETERA ADVISOR NETWORKS LLC (WALNUT CREEK CA)
CA
03/01/1994 - 02/05/2001
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MA
07/21/1992 - 06/16/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CA
04/15/1992 - 09/10/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
10/23/1985 - 04/16/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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