Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Pillion is a financial advisor registered with The Leaders Group, Inc. in Littleton, CO. Bernard has over 40 years of experience in the financial industry. Bernard has a wide range of experience in the financial industry, including investment company products, variable contracts, and direct participation programs. Bernard is a registered representative with FINRA and holds several industry certifications. Bernard is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
CO
03/24/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
01/25/2017 - 12/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
07/02/2012 - 12/31/2016
FIRST HEARTLAND CAPITAL, INC. (W. CONSHOHOCKEN PA)
PA
01/03/2005 - 05/04/2012
PACIFIC SELECT DISTRIBUTORS, INC. (MALVERN PA)
PA
01/06/2005 - 12/31/2006
MUTUAL SERVICE CORPORATION (WEST CONSHOHOCKEN PA)
MA
11/20/1992 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
11/07/1985 - 02/28/1991
SMA EQUITIES, INC. (WORCESTER MA)
NA
03/31/1982 - 04/08/1985
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/18/1970 - 04/08/1985
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
12/18/1970 - 04/08/1985
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 10/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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