Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernice? Claim Your ProfileBernice Antonelli is a financial advisor with over 20 years of experience in the financial services industry. Bernice currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered to provide investment advice in Pennsylvania and Texas. Bernice holds the Series 7, Series 63, Series 66 and SIE licenses. Previously, Bernice was a financial advisor at Wells Fargo Clearing Services, LLC. She has experience in a variety of areas, including portfolio management for individuals, businesses, and pension plans. Bernice is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
08/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLUE BELL PA)
NY
11/09/2015 - 01/08/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
PA
03/09/2015 - 09/25/2015
LPL FINANCIAL LLC (DOYLESTOWN PA)
PA
12/04/2001 - 02/26/2015
WELLS FARGO ADVISORS, LLC (DOYLESTOWN PA)
NA
07/25/1987 - 07/02/1991
MORGAN STANLEY MARKET PRODUCTS INC.
NA
04/23/1985 - 07/02/1991
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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