Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Goldstein is a financial advisor with over 20 years of experience in the industry. Currently, Bernard works at J.P. Morgan Institutional Investments Inc. in New York, NY. Prior to his current role, Bernard has worked with Legg Mason Investor Services, LLC, Sanford C. Bernstein & Co., LLC, and UBS Financial Services Inc. Bernard has a strong track record of success and a deep understanding of the financial markets. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
NY
01/05/2018 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
CT
04/13/2010 - 12/31/2017
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
04/05/2005 - 04/08/2010
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NJ
04/28/2003 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 05/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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