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Bernard Saul Ravelson

Pruco Securities, LLC

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About Bernard Saul Ravelson

Bernard Ravelson is a financial professional with over 20 years of experience in the financial services industry. Bernard is currently registered with Pruco Securities, LLC, and has been a registered representative since 2003. Bernard has also held positions at MML Investors Services, LLC, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Bernard holds the Series 6, Series 63 and Series 65 securities licenses. Bernard specializes in providing investment advice and financial planning services to individuals, corporations, and trusts.

Firm Information

Bernard Ravelson is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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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other

Compensation from lpl enterprise, llc

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Bernard Ravelson’s Registration & Firm History

MA

05/22/2024 - Present

Pruco Securities, LLC (MARLBOROUGH MA)

MA

03/25/2017 - 04/19/2023

MML INVESTORS SERVICES, LLC (SOUTHBOROUGH MA)

MA

05/09/2003 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SOUTHBOROUGH MA)

MA

05/09/2003 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WESTBOROUGH MA)

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Licenses & Designations

IA

Issued 05/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernard Saul Ravelson.
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