Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Paul Martin is a financial advisor with over 25 years of experience in the industry. Bernard has been registered with Private Advisor Group, LLC since November 2016. Prior to that, Bernard was a registered representative with Prudential Securities Incorporated from September 1997 to October 2002. Bernard is licensed to provide investment advisory services in Pennsylvania and Texas. He also holds a Series 63, Series 65, Series 7, and SIE license. Bernard offers a variety of financial services, including financial planning, portfolio management, and pension consulting. He serves a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, businesses, and charitable organizations. Bernard's firm, Private Advisor Group, LLC, is an independent investment advisor firm with a strong commitment to providing its 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
12/02/2016 - Present
Private Advisor Group, LLC (Falls PA)
NY
09/10/1997 - 10/15/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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