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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J Bernatowicz is a financial advisor with Northwestern Mutual Investment Services, LLC. John joined Northwestern Mutual Investment Services, LLC in October 2022. Previously, John worked at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. John is registered to provide investment advice in Pennsylvania and Florida and has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
10/27/2022 - Present
Northwestern Mutual Investment Services, LLC (ERIE PA)
PA
04/29/2020 - 10/06/2022
MORGAN STANLEY (ERIE PA)
PA
08/19/2016 - 03/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ERIE PA)
BOTH
Issued 11/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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