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Louis Bernardi

Nationwide Investment Services Corp.

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About Louis Bernardi

Louis Bernardi is a financial advisor with Nationwide Investment Services Corp. Louis has been in the financial services industry since December 19, 2013. Louis is licensed in all 50 states.

Firm Information

Louis Bernardi is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Louis Bernardi’s Registration & Firm History

AZ

06/11/2024 - Present

Nationwide Investment Services Corp. (Scottsdale AZ)

NM

10/07/2022 - 08/11/2023

MORGAN STANLEY (Albuquerque NM)

NY

10/01/2012 - 09/24/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

02/07/2006 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2022

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louis Bernardi.
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