Unclaimed
Bernardo Guillamon is a financial professional licensed to provide securities and investment advisory services in all 50 states. Bernardo is affiliated with Northern Trust Securities, Inc. Bernardo's career in the industry began on November 11, 2021. Bernardo has experience in providing investment advice and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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
IL
11/12/2021 - Present
Northern Trust Securities, Inc. (CHICAGO IL)
BC
Issued 11/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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