Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Konowski is a financial advisor with over 40 years of experience in the financial services industry. Bernard has a strong track record of providing financial guidance and investment management to a wide range of clients, including individuals, families, and businesses. Bernard has worked at Cambridge Investment Research Advisors, Inc since 2009, where he provides a variety of services, including financial planning, retirement planning, investment management, and insurance. Bernard also has experience working with Mutual Service Corporation and Commonwealth Equity Services, Inc. Bernard holds multiple licenses, including Series 6, Series 7, Series 22, and Series 63.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (WAYLAND MA)
MA
11/02/1983 - 08/05/2009
MUTUAL SERVICE CORPORATION (WAYLAND MA)
NA
03/10/1983 - 11/01/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
02/09/1982 - 03/29/1983
COMMONWEALTH EQUITY SERVICES, INC.
NA
12/26/1980 - 01/19/1982
GLICOA ASSOCIATES, INC.
BC
Issued 06/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/09/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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