Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardino? Claim Your ProfileBernardino Ortiz is a financial advisor who currently works for Syon Capital LLC. Bernardino has been in the industry since January 2017 and holds a Series 7, Series 66, and SIE license. Bernardino's prior experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bernardino is registered with the state of California as an Investment Advisor Representative.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/06/2022 - Present
Syon Capital LLC (SAN FRANCISCO CA)
CA
08/18/2017 - 09/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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