Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carlo Bernabei is a financial advisor with Robertson Stephens in San Francisco. John specializes in financial planning, portfolio management and pension consulting. John has been in the industry since 1992 and has a strong background in wealth management. John previously worked for CLSA Americas, LLC, Credit Agricole Securities (USA) Inc. and Wachovia Capital Markets, LLC. John is a 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.
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.
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CA
03/03/2020 - Present
Robertson Stephens (SAN FRANCISCO CA)
CA
02/15/2013 - 03/06/2014
CLSA AMERICAS, LLC (SAN FRANCISCO CA)
CA
05/22/2009 - 05/31/2013
CREDIT AGRICOLE SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
08/03/2005 - 03/25/2009
WACHOVIA CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
NY
08/16/1994 - 03/03/2005
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
CA
02/02/1993 - 08/09/1994
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MA
05/29/1992 - 01/19/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
CA
02/10/1992 - 04/27/1992
CRUTTENDEN & CO., INC. (NEWPORT BEACH CA)
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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