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Ma. victoria Flores Bernardo

Alliance-ONE Investments, LLC

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About Ma. victoria Flores Bernardo

Ma. victoria Flores Bernardo is a registered representative with Alliance-ONE Investments, LLC in Tulsa, Oklahoma. Ma. victoria has been in the securities industry since 2014 and holds the Series 7 and SIE licenses. Before joining Alliance-ONE Investments, LLC, Ma. victoria was employed by DIRECTED SERVICES LLC and E*TRADE SECURITIES LLC.

Firm Information

Ma. victoria Bernardo is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

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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Ma. victoria Bernardo’s Registration & Firm History

OK

05/11/2023 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

NA

08/28/2014 - 03/27/2023

DIRECTED SERVICES LLC (QUEZON CITY, METRO MANILA )

NA

03/10/2014 - 06/11/2014

E*TRADE SECURITIES LLC (MAKATI CITY, MANILA METRO )

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ma. victoria Flores Bernardo.
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