Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bernier is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been a financial advisor since 2014, working with individuals, families, and corporations in the financial services industry. Michael Bernier's experience includes providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael has also worked with clients in a variety of investment areas, such as stocks, bonds, mutual funds, and options.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NH
09/27/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHUA NH)
NH
11/05/2014 - 04/03/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANCHESTER NH)
BOTH
Issued 01/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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