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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 Andersen is an active financial professional with over 30 years of experience in the industry. Bernard currently holds registrations as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC, where Bernard is associated with the Grandville, MI and NORTH WEBSTER, IN branch offices. Bernard is also registered with 24 state securities authorities and the Financial Industry Regulatory Authority (FINRA). Bernard has passed several industry examinations, including Series 63, 65, 66, 24, 3, 7, and SIE. Bernard has previously worked with firms like SUMMIT BROKERAGE SERVICES, INC., ROBERT W. BAIRD & CO. INCORPORATED, and PAINEWEBBER INCORPORATED. Bernard provides advisory services to individuals, families, and businesses, including financial planning, portfolio management, and selection of other advisors.
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.
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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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRANDVILLE MI)
MI
10/29/2004 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GRANDVILLE MI)
WI
05/19/1997 - 10/13/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
06/18/1993 - 05/29/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 3 - National Commodity Futures Examination
BC
Issued 06/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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