Unclaimed
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.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
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)
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
Active
Inactive
F
FINRA
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