Unclaimed
Bernard Selz is a financial advisor with Ingalls & Snyder, LLC located in New York, NY. Bernard has over 50 years of experience in the financial services industry. Bernard has a wide range of experience and expertise in financial planning and investment management. Bernard Selz has worked at several financial institutions including NEUBERGER BERMAN BD LLC and GAGNON SECURITIES, LLC.
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.
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.
Please see "miscellaneous" on schedule d.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/08/2021 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
02/06/2020 - 02/02/2021
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
02/04/2010 - 02/04/2020
GAGNON SECURITIES, LLC (NEW YORK NY)
NY
01/07/2004 - 02/01/2010
MORGAN JOSEPH & CO. INC. (NEW YORK NY)
NY
02/08/2000 - 01/15/2004
ING FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
NY
08/31/1973 - 02/08/2000
ING BARINGS LLC (NEW YORK NY)
NA
01/15/1968 - 02/12/1974
SEIDEN & DE CUEVAS INCORPORATED
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/08/1968
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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