Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardo? Claim Your ProfileBernardo Lira is a financial professional with over 35 years of experience in the financial services industry. Bernardo is a registered representative of Osaic Wealth, Inc. and currently holds licenses in Alaska, California, Connecticut, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Bernardo has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Bernardo specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Bernardo also provides educational seminars 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.
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.
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.
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NY
10/11/2024 - Present
Osaic Wealth, Inc. (FLORAL PARK NY)
CA
03/24/1987 - 02/23/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 10/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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