Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lewis Bernard is a financial professional with over 38 years of experience in the financial services industry. He is currently registered as a Registered Representative and Investment Adviser Representative with Equitable Advisors, LLC in Clearwater, FL. Previously, Gary worked for Ameriprise Financial Services, Inc. in Minneapolis, MN. Gary holds Series 1, 7, 24, 63, and 66 licenses, as well as a Series 65 license. Gary specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/20/2022 - Present
Equitable Advisors, LLC (CLEARWATER FL)
MN
02/21/1985 - 10/20/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/01/1980 - 10/20/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/01/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
04/01/1980 - 12/16/1980
IDS MARKETING CORPORATION
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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