Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Reynald Rey is a financial advisor with over 11 years of experience in the financial services industry. Bernard Rey is currently registered with Fisher Investments in Florida and Texas. Previously, Bernard Rey was registered with Ameriprise Financial Services, LLC and Waddell & Reed, Inc. Bernard Rey holds the Series 7, Series 66, and Series 7TO licenses. Bernard Rey is also a Certified Financial Planner. Bernard Rey specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Bernard Rey also provides financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/25/2023 - Present
Fisher Investments (TAMPA FL)
OH
02/22/2018 - 01/10/2022
AMERIPRISE FINANCIAL SERVICES, LLC (CINCINNATI OH)
OH
02/09/2007 - 10/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
09/20/2006 - 01/25/2007
WADDELL & REED, INC. (CINCINNATI OH)
BOTH
Issued 03/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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