Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gideon? Claim Your ProfileGideon Bernhard is a financial professional with over 20 years of experience in the industry. He has held various positions at leading firms including Raymond James Financial Services, Cetera Investment Services LLC, Invest Financial Corporation, Essex National Securities, LLC, Wells Fargo Advisors, LLC, and MML Investors Services, Inc. Gideon's expertise spans multiple areas of financial services. He is currently registered with Cetera Investment Services LLC in New Jersey.
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.
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.
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NJ
06/28/2024 - Present
Cetera Investment Services LLC (HAMILTON NJ)
NJ
05/09/2022 - 07/08/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hamilton NJ)
NJ
12/06/2017 - 05/06/2022
CETERA INVESTMENT SERVICES LLC (TRENTON NJ)
NJ
10/13/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (LYNDHURST NJ)
NJ
05/09/2013 - 10/14/2015
ESSEX NATIONAL SECURITIES, LLC (ROBBINSVILLE NJ)
NJ
04/25/2008 - 05/07/2013
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)
PA
03/24/2004 - 12/31/2006
MML INVESTORS SERVICES, INC. (BALA CYNWYD PA)
NY
06/21/2002 - 09/15/2003
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
BC
Issued 05/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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