Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Norman Bernier is a financial advisor registered in California and Texas. Michael has been in the financial services industry since 2004 and has worked with Independent Financial Group, LLC, Canter Wealth, and currently LPL Financial LLC. Michael holds the Series 7 and Series 66 licenses. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Michael has experience with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and corporations. Michael also provides educational seminars and consulting services to help clients make informed financial decisions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
CA
10/23/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
12/03/2004 - 01/29/2010
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BOTH
Issued 01/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Bernier is the right advisor for you? Invested Better is here to help.
