Unclaimed
Bernard Ramey Vonderhaar is a Dallas, TX-based financial advisor with Nexpoint Securities, Inc. Bernard has been in the industry since 2011. Bernard holds a Series 63, 66, 7 and SIE licenses. Bernard previously worked at Wealthforge Securities, LLC, D.H. Hill Securities, LLLP, J.P. Morgan Securities LLC, Sanford C. Bernstein & Co., LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Weston Financial Services LLC, M. S. Howells & Co., Nexbank Securities Inc, PFPC Distributors, Inc., and Commonfund Securities, Inc.
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
TX
06/27/2024 - Present
Nexpoint Securities, Inc. (DALLAS TX)
VA
09/01/2020 - 05/09/2022
WEALTHFORGE SECURITIES, LLC (RICHMOND VA)
TX
03/04/2020 - 08/26/2020
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
TX
10/20/2017 - 09/12/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/20/2014 - 10/04/2016
SANFORD C. BERNSTEIN & CO., LLC (HOUSTON TX)
TX
05/10/2014 - 08/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
05/16/2012 - 12/06/2012
WESTON FINANCIAL SERVICES LLC (NEW YORK NY)
TX
02/01/2011 - 05/04/2012
M. S. HOWELLS & CO. (HOUSTON TX)
TX
01/31/2006 - 11/10/2008
NEXBANK SECURITIES INC (DALLAS TX)
ME
06/06/2005 - 06/27/2006
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
CT
04/09/2001 - 07/09/2003
COMMONFUND SECURITIES, INC. (WILTON CT)
BOTH
Issued 12/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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