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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 Sanders is a financial advisor with Geneos Wealth Management, Inc. Bernard has been in the industry since May 1991 and is registered with the state of Virginia. Bernard also holds Series 7, 63, and 66 securities licenses and has passed the SIE exam. In addition to his role with Geneos Wealth Management, Inc. Bernard also works as an independent insurance agent for various insurance carriers for fixed business only. Bernard has over 30 years of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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
VA
03/02/2005 - Present
Geneos Wealth Management, Inc. (ROANOKE VA)
CO
06/11/2003 - 03/24/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
01/07/2003 - 06/13/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CO
04/25/1997 - 12/31/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
05/24/1991 - 05/06/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/24/1991 - 05/06/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/18/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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