Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernd? Claim Your ProfileBernd Steinebrunner is a financial advisor with over 17 years of experience in the industry. Bernd is currently registered with Sovran Advisors, LLC and has previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Bernd has a strong background in financial planning and asset management and holds the Series 7, Series 31, and Series 66 securities licenses, as well as the SIE exam. Bernd specializes in providing financial advice to high-net-worth individuals, families, and small businesses. Bernd also has experience in working with charitable organizations and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/06/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
12/17/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/02/2007 - 12/09/2008
MORGAN STANLEY & CO. INCORPORATED (SANTA ANA CA)
CA
03/23/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ANA CA)
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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