Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berni? Claim Your ProfileBerni Stevens is a registered investment advisor representative with Independent Advisor Alliance, LLC. Berni Stevens is registered with the state of MD. Berni Stevens has been in the financial industry since February 2015. Berni Stevens has passed the Series 65 and Series 66 exams. Independent Advisor Alliance, LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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MD
02/17/2025 - Present
Independent Advisor Alliance, LLC (Annapolis MD)
Active
Inactive
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