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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Constantine Bernardi is a financial advisor with Nations Financial Group, Inc., an investment advisory firm based in Cedar Rapids, IA. Joseph has been in the financial industry since 1984 and is registered as a financial advisor in Iowa and Texas. Joseph is also registered as a broker in over 20 states and the District of Columbia. Joseph has a strong commitment to providing clients with comprehensive financial planning services, including portfolio management, retirement planning, and estate planning. Joseph is a Certified Financial Planner and specializes in providing investment advice to individuals and businesses. Joseph is also a member of the Bernardi Group, LLC. The Bernardi Group, LLC is a DBA used for Joseph's investment business and he is the President of the firm. Joseph is dedicated to helping clients achieve their financial goals.
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
IA
02/17/2023 - Present
Nations Financial Group, Inc. (Dubuque IA)
IA
09/21/2015 - 07/02/2019
B. RILEY WEALTH MANAGEMENT (Dubuque IA)
IA
07/02/2010 - 09/21/2015
VSR FINANCIAL SERVICES, INC. (DUBUQUE IA)
IA
08/30/1994 - 07/08/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DUBUQUE IA)
NY
10/30/1992 - 08/16/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
FL
02/14/1992 - 10/23/1992
INVESTACORP, INC. (MIAMI FL)
NA
07/20/1987 - 02/28/1992
G. R. PHELPS & CO., INC.
NA
08/18/1986 - 07/22/1987
BIRKELBACH INVESTMENT SECURITIES, INC.
NA
04/18/1984 - 09/09/1986
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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