Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bernardo is a financial advisor with Eagle Point Securities LLC. Jonathan has been in the financial services industry since 2016 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. He is also licensed as an investment advisor representative (IAR). Jonathan holds the Series 6, 7, 63, and 65 licenses and the Securities Industry Essentials (SIE) certification. Jonathan has previous experience with Wealthforge Securities, LLC and AMG Distributors, Inc.
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.
1
2
CT
03/01/2024 - Present
Eagle Point Securities LLC (Greenwich CT)
CT
03/27/2023 - 03/01/2024
WEALTHFORGE SECURITIES, LLC (Greenwich CT)
CT
01/30/2018 - 03/15/2023
AMG DISTRIBUTORS, INC. (STAMFORD CT)
NY
08/19/2016 - 01/23/2018
PRUCO SECURITIES, LLC. (MELVILLE NY)
IA
Issued 04/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Bernardo is the right advisor for you? Invested Better is here to help.
