Unclaimed
Bernard Avon is a registered investment advisor representative with USA Financial Securities LLC. Bernard is registered in Pennsylvania, New Jersey, Virginia and North Carolina. Bernard has been in the securities industry since November 2016. Bernard holds a Series 7, Series 66 and SIE licenses. Bernard has a background in systems engineering and worked as a Senior Signaling Design Engineer for Hitachi Rail STS. Bernard also worked for Westinghouse Electric Company. Bernard is a registered representative with USA Financial Securities LLC. USA Financial Securities LLC is headquartered in Ada, Michigan and has been in business since 1991. USA Financial Securities LLC provides financial planning, portfolio management for individuals, and selection of other advisers services. USA Financial Securities LLC has over 166 licensed agents, 147 registered representatives, 141 investment adviser representatives and manages over $268,691,644 in assets. Bernard Avon works in the Pittsburgh branch of USA Financial Securities LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
07/08/2019 - Present
USA Financial Securities LLC (Pittsburgh PA)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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