Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Walton Mahon is a financial advisor with over 35 years of experience in the industry. Bernard is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer securities in Virginia and Texas. Bernard has held previous positions with several other firms, including ROBERT THOMAS SECURITIES, INC, INDEPENDENT FINANCIAL SECURITIES, INC., and SECURITIES RESEARCH, INC. Bernard holds a variety of licenses and certifications, including Series 7, Series 63, Series 24 and Series 65. Bernard also has experience in real estate and has several business interests in addition to being a financial advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Fredericksburg VA)
FL
03/06/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
03/09/1993 - 04/13/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
FL
04/29/1986 - 03/24/1993
SECURITIES RESEARCH, INC. (VERO BEACH FL)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/15/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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