Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Lynn is an investment advisor representative at LPL Financial LLC. Bernard has been in the industry since March 2019. Bernard has a series 66 registration from both Texas and Wisconsin and is registered as a Broker/Dealer in all 50 states and the District of Columbia. Bernard has previously been with BMO Harris Financial Advisors, Inc. Bernard also has an active investment advisor representative registration in Wisconsin and Texas.
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.
Consulting and other non-discretionary advisory services
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
WI
03/24/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
03/25/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
BOTH
Issued 04/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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