Unclaimed
Bernard Tomaino is a financial professional with over 30 years of experience in the industry. Bernard has a strong background in various financial products and services, including investment company products, variable contracts, municipal fund securities, and general securities. Bernard is currently registered with Allstate Financial Services, LLC. Bernard previously held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, NYLife Securities Inc., and Pruco Securities Corporation. Bernard holds the following licenses: Series 6, Series 7, Series 26, Series 51, Series 63, and Series 65. Bernard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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2
NY
01/22/2024 - Present
Allstate Financial Services, LLC (PLAINVIEW NY)
NE
11/10/2021 - 10/26/2023
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
04/09/2018 - 10/28/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NY
03/20/2007 - 04/17/2018
ALLSTATE FINANCIAL SERVICES, LLC (Hauppauge NY)
NY
09/16/2003 - 02/26/2007
METLIFE SECURITIES INC. (PEARL RIVER NY)
NY
09/16/2003 - 02/26/2007
METROPOLITAN LIFE INSURANCE COMPANY (PEARL RIVER NY)
NY
11/29/2001 - 08/27/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
08/01/1983 - 05/10/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/20/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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