Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bernarde is a financial advisor with KCD Financial, Inc. David has been in the financial industry since 1987 and has a wide range of experience. David is registered with the state of Wisconsin and holds Series 6, 7, 63 and 65 securities licenses. David has a strong understanding of the financial markets and is committed to providing his clients with personalized investment advice. David also provides financial planning services. David is dedicated to helping his clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
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.
A portion of fees paid to 3rd party advisors
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2
WI
03/12/2013 - Present
KCD Financial, Inc. (DEPERE WI)
WI
07/02/2003 - 12/31/2011
PACKERLAND BROKERAGE SERVICES, INC. (DE PERE WI)
WI
01/14/1999 - 08/01/2002
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
CA
02/03/1997 - 12/18/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
09/15/1992 - 12/31/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NJ
04/09/1987 - 07/08/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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