Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Dzata is a financial professional with over 10 years of experience in the financial services industry. Bernard holds the Series 7, Series 31, and Series 63 licenses. He is currently registered with Foreside Fund Services, LLC, a firm focused on providing fund administration services. Bernard previously worked at Quasar Distributors, LLC and Morgan Stanley Smith Barney. Bernard's experience and qualifications provide him with the knowledge and expertise to offer a variety of financial services to clients.
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
GA
01/31/2017 - Present
Foreside Fund Services, LLC (Atlanta GA)
ME
03/13/2015 - 10/02/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
GA
02/09/2011 - 10/14/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
BC
Issued 05/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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