Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Tillson Bernard is a financial professional with over 15 years of experience in the industry. Ellen is currently registered with Principal Securities, Inc. and has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ellen has a wide range of expertise and offers various financial planning services, including portfolio management, educational seminars, and selection of other advisors. Ellen is committed to helping 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/12/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
CT
01/04/2021 - 02/13/2024
EMPOWER FINANCIAL SERVICES, INC. (ENFIELD CT)
CT
05/01/2014 - 01/04/2021
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
05/12/2009 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
04/15/2008 - 09/27/2010
MML DISTRIBUTORS, LLC (ENFIELD CT)
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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