Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard McManus is an investment advisor representative with Commonwealth Financial Services, based in PARKERSBURG, WV. Bernard McManus has been in the industry since 2016 and has a broad range of experience in financial planning, portfolio management, and pension consulting. Bernard McManus holds a Series 7, Series 24, Series 52, Series 53, and Series 66 licenses and has a proven track record of success in helping individuals and businesses achieve their financial goals. Bernard McManus's specialties include assisting individuals and businesses with financial planning, portfolio management, and retirement planning.
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.
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.
Lending services and financial institution consulting services
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.
A percentage of the total value of assets under management is charged.
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WV
04/14/2023 - Present
Commonwealth Financial Services (PARKERSBURG WV)
OH
07/29/2022 - 04/06/2023
SECURITIES AMERICA, INC. (ATHENS OH)
OH
10/02/2018 - 07/31/2022
J.P. MORGAN SECURITIES LLC (ATHENS OH)
WV
03/04/2016 - 09/21/2018
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
BOTH
Issued 10/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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