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 Dan is a financial professional with over 15 years of experience in the industry. Bernard is currently registered with Onechronos and holds Series 3, 4, 7, 24, 30, 63 and SIE licenses. Prior to joining Onechronos, Bernard was registered with Sun Trading LLC, MF Global Inc., and Cargill Investor Services, Inc.. Bernard has a strong background in securities, options, and futures trading and is committed to providing clients with personalized financial guidance and investment strategies.
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.
1
2
NY
07/09/2018 - Present
Onechronos (New York NY)
NY
12/01/2010 - 08/04/2015
SUN TRADING LLC (NEW YORK NY)
IL
09/04/2008 - 05/26/2010
MF GLOBAL INC. (CHICAGO IL)
IL
05/21/1998 - 07/13/2001
CARGILL INVESTOR SERVICES, INC. (CHICAGO IL)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/30/1995
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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