Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardete? Claim Your ProfileBernardete Nunes is an investment advisor representative with Ameriprise Financial Services, LLC. Bernardete has been in the industry since November 1997 and has been registered with Ameriprise Financial Services, LLC since November 2023. Bernardete is also registered with the following state regulators: California, Colorado, District of Columbia, Florida, Idaho, Illinois, Iowa, Ohio, Oregon, South Carolina, Washington, and Wyoming. Prior to joining Ameriprise Financial Services, LLC, Bernardete was registered with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/30/2023 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
06/01/2009 - 12/15/2023
MORGAN STANLEY (Sacramento CA)
CA
11/28/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
IA
Issued 12/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bernardete Nunes is the right advisor for you? Invested Better is here to help.
