Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Ross Michaud is a financial advisor with over 30 years of experience in the financial services industry. Bernard is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Bernard is a registered representative with Osaic Wealth, Inc. and has been with the firm since September 2023. Prior to joining Osaic Wealth, Inc., Bernard worked as a financial advisor with Sagepoint Financial, Inc. from 2008 to 2023. Bernard provides financial planning, investment advisory services, and portfolio management to individuals and businesses. Bernard specializes in providing retirement planning, college savings planning, and estate 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.
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.
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.
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2
AL
01/06/2024 - Present
Osaic Wealth, Inc. (FAIRHOPE AL)
AL
10/20/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FAIRHOPE AL)
AL
07/07/2003 - 10/03/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MOUNTAINBRK AL)
MN
07/07/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/04/1999 - 04/21/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/03/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
03/18/1992 - 08/11/1995
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 02/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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