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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Rampola Bernal is an active financial advisor with over 28 years of experience in the industry. Currently, Geoffrey Bernal is registered with MML Investors Services, LLC in San Mateo, CA, and has been with the firm since March 2017. Prior to this role, Geoffrey Bernal worked at MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, and AMERIPRISE FINANCIAL SERVICES, INC. Geoffrey Bernal is a series 6, 7, 24, 26, 52, 53, and 66 licensed financial advisor and is registered in the state of California for both broker-dealer and investment advisor activities. Geoffrey Bernal holds a principal license and specializes in providing financial advice for individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (San Mateo CA)
CA
07/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
12/09/2011 - 01/02/2015
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
06/15/2010 - 12/08/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
10/29/2002 - 05/04/2009
U.S. BANCORP INVESTMENTS, INC. (SAN FRANCISCO CA)
TX
01/14/1999 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
12/21/1993 - 01/14/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
05/21/1993 - 11/29/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 11/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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