Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Atkins is an Investment Advisor Representative with First Advisors National, LLC in Atlanta, GA. Bernard has been in the industry for over 20 years, and has experience with AXA Advisors, LLC and UBS PaineWebber Inc. Bernard's areas of expertise include retirement planning, financial planning, and selection of other advisors. Bernard is a registered Investment Advisor Representative in Georgia.
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.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
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2
GA
02/28/2018 - Present
First Advisors National, LLC (Atlanta GA)
GA
08/14/2002 - 02/11/2009
AXA ADVISORS, LLC (ALPHARETTA GA)
NJ
01/22/2002 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
04/05/2000 - 10/11/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 02/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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