Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Vladimir Lauper is an active investment advisor representative registered with Osaic Wealth, Inc. Bernard has been in the financial services industry since October 25, 1998. Bernard has worked for several other firms before joining Osaic Wealth, Inc. These firms include Securities America, Inc., LPL Financial LLC, Financial Telesis Inc, and Securities America, Inc. Bernard is licensed to provide investment advice in California. Bernard provides investment advisory services to individuals, businesses, and pooled investment vehicles.
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.
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.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
CA
01/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (BURLINGAME CA)
CA
09/12/2014 - 04/14/2016
LPL FINANCIAL LLC (BURLINGAME CA)
CA
08/09/2004 - 09/12/2014
FINANCIAL TELESIS INC (BURLINGAME CA)
NE
10/20/1998 - 08/02/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bernard Lauper is the right advisor for you? Invested Better is here to help.
