Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard W. Nelson is a financial professional with over 20 years of experience in the financial services industry. Bernard has been associated with Morgan Stanley & Co. LLC since January 31, 2024. Prior to that, Bernard was employed with WELLS FARGO ADVISORS, LLC, WACHOVIA SECURITIES, LLC, and FIRST UNION BROKERAGE SERVICES, INC. Bernard holds the Series 6, Series 63, and Series 99TO licenses. Bernard is a registered representative of Morgan Stanley & Co. 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.
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
MD
01/31/2024 - Present
Morgan Stanley & Co. LLC (Baltimore MD)
MD
03/30/2011 - 08/08/2012
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
10/01/2000 - 10/07/2008
WACHOVIA SECURITIES, LLC (BALTIMORE MD)
NC
08/24/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 12/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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