Invested Better
Unclaimed

Unclaimed

Unclaimed

Melissa Viv Bernstein

Safra Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melissa? Claim Your Profile

About Melissa Viv Bernstein

Melissa Bernstein is a registered representative with Safra Securities LLC, where she has been employed since September 2011. She is a Series 7 and Series 66 licensed representative and has over 12 years of experience in the financial services industry. Melissa is registered in 8 states, including California, Delaware, Florida, Georgia, Nevada, New York, Texas, and the Virgin Islands. She is also licensed to conduct business in these states.

Firm Information

Melissa Bernstein is currently registered with Safra Securities LLC. Safra Securities LLC, a Limited Liability Company formed in 2009, is registered with the SEC and in 42 states. The firm has been involved in 2 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

64

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melissa Bernstein’s Registration & Firm History

FL

09/07/2011 - Present

Safra Securities LLC (AVENTURA FL)

Not sure if Melissa Viv Bernstein is right for you?

Licenses & Designations

BOTH

Issued 04/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Viv Bernstein.
Not sure if Melissa Viv Bernstein is right for you?