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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bernatchez is a financial advisor associated with LPL Financial LLC. Brian has been in the financial services industry for over 34 years, and has a long history of working in various roles with several firms. Brian currently holds licenses to provide financial advice in Maine and Texas. Brian has a strong track record of working with individuals, corporations, and charitable organizations, and specializes in providing financial planning and portfolio management services.
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.
Consulting and other non-discretionary advisory services
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.
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2
ME
04/07/2017 - Present
LPL Financial LLC (WATERVILLE ME)
ME
07/13/1989 - 09/12/1996
FIRM INVESTMENT CORP (WATERVILLE ME)
NA
08/22/1988 - 10/05/1989
PRUCO SECURITIES CORPORATION
NA
08/22/1988 - 10/05/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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