Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Foraste Bernardin is an investment advisor representative with Modera Wealth Management, LLC. Jeanne has over 20 years of experience in the financial services industry and has held positions with Ameriprise Financial Services, Inc., Pyramis Distributors Corporation LLC, Fidelity Investments Institutional Services Company, Inc., Baring Investment Services, Inc. and Fidelity Brokerage Services, Inc. Jeanne is registered with the state of Massachusetts. Jeanne has a Series 6, 7, 24, 63, and 66. Jeanne holds the designation of Certified Financial Planner.
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.
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.
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2
MA
09/22/2021 - Present
Modera Wealth Management, LLC (BOSTON MA)
MA
09/14/2012 - 06/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HOPKINTON MA)
RI
08/25/2009 - 02/18/2011
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
05/11/2001 - 05/08/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
11/13/1998 - 04/17/2001
BARING INVESTMENT SERVICES, INC. (BOSTON MA)
RI
12/15/1994 - 01/08/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/30/1992 - 12/10/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 10/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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