Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard William Breer is a financial professional with over 26 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. in Saint Louis, Missouri. Bernard has previously worked with Wells Fargo Clearing Services, LLC, Scottrade, Inc., and Prudential Securities Incorporated. Bernard holds multiple licenses including Series 7, 63, 55, and SIE. He has a broad range of experience providing financial advice and services to a diverse client base.
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.
1
2
MO
10/17/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
04/10/2018 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
02/28/1997 - 04/03/2018
SCOTTRADE, INC. (ST. LOUIS MO)
NY
07/29/1996 - 02/28/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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