Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bernard has been in the financial services industry since March 28, 1988. Donald is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since June 2010. Previously, Donald was employed with WELLS FARGO ADVISORS, LLC, BATEMAN EICHLER, HILL RICHARDS, INCORPORATED, and BIRR, WILSON SECURITIES, INC. Donald has passed a variety of exams including the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, and SIE. Donald is currently licensed in 28 states and is active in both the Broker-Dealer and Investment Advisor scopes. Donald is a trusted advisor with a focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
NV
08/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (RENO NV)
NV
09/04/1990 - 06/10/2010
WELLS FARGO ADVISORS, LLC (RENO NV)
NA
03/24/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
03/22/1988 - 03/29/1988
BIRR, WILSON SECURITIES, INC.
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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