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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 Paul Bernier is a financial advisor with over 35 years of experience in the financial services industry. John is currently registered with Cambridge Investment Research Advisors, Inc. John has a wide range of experience in providing financial advice to individuals, families, and businesses. John specializes in financial planning, portfolio management, and retirement planning. John is also 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
CT
04/22/2010 - Present
Cambridge Investment Research Advisors, Inc. (WOODSTOCK CT)
IA
07/29/1999 - 02/05/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
08/30/1983 - 07/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/30/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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