Unclaimed
Michael Bernier is an Investment Advisor Representative at Hightower Advisors, LLC. Michael has been in the industry since 2015 and is a Chartered Financial Analyst. He holds a Series 7 and Series 63 license. Michael has experience with a variety of clients including individuals, corporations, insurance companies, charitable organizations, and pension plans. He provides financial planning, portfolio management and treasury management services.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NH
08/27/2024 - Present
Hightower Advisors, LLC (Portsmouth NH)
NH
08/03/2015 - 09/28/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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