Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eugene Bernard is a registered representative with Finalis Securities LLC. David has been in the industry since 2019 and holds Series 63, Series 82TO, and SIE licenses. David is licensed in Florida, Georgia, Missouri, New York, North Carolina, Texas, Virgin Islands and Wyoming. David previously worked at BRIDGE CAPITAL ASSOCIATES, INC.
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.
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.
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NY
04/12/2022 - Present
Finalis Securities LLC (New York NY)
GA
04/23/2019 - 04/30/2021
BRIDGE CAPITAL ASSOCIATES, INC. (Johns Creek GA)
BC
Issued 02/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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