Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bliss? Claim Your ProfileBliss Bernal is an investment advisor representative associated with Pathstone. Bliss has a Series 65 license. Bliss is registered with the state of Colorado. Bliss has been in the industry for over 10 years. Bliss has been employed by Pathstone since 2024.
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.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
05/17/2024 - Present
Pathstone (Boulder CO)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Bliss Bernal is the right advisor for you? Invested Better is here to help.
