Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Bernier is a financial advisor with Certified Advisory Corp. and has been in the industry for 18 years. Matthew holds Series 7, Series 63, and Series 66 licenses and has worked with clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Matthew provides financial planning, pension consulting, educational seminars, and portfolio management services. Matthew has prior experience working with Transam Securities, Inc. and Maitland Securities, 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.
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.
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.
Solicitation fees
1
2
FL
07/22/2015 - Present
Certified Advisory Corp. (ORLANDO FL)
CA
09/22/2011 - 03/29/2021
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
FL
06/20/2013 - 12/31/2016
MAITLAND SECURITIES, INC. (MAITLAND FL)
FL
01/23/2004 - 04/26/2011
WALNUT STREET SECURITIES, INC. (WINTER GARDEN FL)
BOTH
Issued 07/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Matthew Bernier is the right advisor for you? Invested Better is here to help.
