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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardo? Claim Your ProfileBernardo Acebal is a financial advisor with Morgan Stanley, based in Miami, Florida. Acebal has been in the financial services industry since 1993 and has a broad range of experience working with clients across several industries, including insurance companies, investment companies, and high-net-worth individuals. Acebal provides a variety of advisory services, including asset allocation advice, financial planning, pension consulting, and portfolio management for businesses and individuals. He is also a registered representative for the firm and holds a number of licenses and certifications, including Series 7, Series 3, Series 63, Series 65, and SIE. Prior to joining Morgan Stanley, Acebal worked for a number of other firms, including Lehman Brothers Inc., Salomon Brothers Municipals Inc., and Salomon Brothers 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Miami FL)
FL
01/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
05/01/1995 - 01/19/2007
LEHMAN BROTHERS INC. (MIAMI FL)
NA
01/25/1994 - 05/11/1995
SALOMON BROTHERS MUNICIPALS INC
NY
11/09/1993 - 05/11/1995
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 03/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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