Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Michael Reis is a financial advisor who has been in the industry since 2010. Bernard is currently registered with Oppenheimer & Co. Inc., where he has been employed since 2010. Prior to Oppenheimer, Bernard was employed at Feltl & Company from 2012 to 2012. Bernard has passed the Series 63, Series 53, Series 52TO, SIE, and Series 7 exams. Bernard is licensed in Minnesota and New York. Bernard specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Bernard Michael Reis is a financial advisor with a focus on providing clients with personalized financial advice and portfolio management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MN
01/20/2010 - Present
Oppenheimer & Co. Inc. (MINNEAPOLIS MN)
MN
01/20/2012 - 01/23/2012
FELTL & COMPANY (PLYMOUTH MN)
BC
Issued 01/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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