Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard P. Leuzzi is a financial professional with over 20 years of experience in the industry. Bernard is a registered representative with MML Investors Services, LLC and is licensed in Florida, Illinois, Indiana, Texas, and Wisconsin. Bernard holds Series 6, Series 63 and SIE licenses, and is dedicated to providing financial guidance and investment solutions to individuals, families, and businesses. Bernard is committed to building long-lasting relationships with clients based on trust, transparency, and a deep understanding of their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IL
03/25/2017 - Present
MML Investors Services, LLC (Lisle IL)
IL
07/10/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
07/10/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ITASCA IL)
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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