Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bernhardt is a financial advisor with Momentum Independent Network Inc., a firm based in Dallas, Texas. Michael has been in the financial services industry since 1985. Michael is a registered representative and holds Series 7, Series 63, Series 24, and SIE licenses. Michael specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
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.
12b-1 fees
1
2
IL
01/03/2023 - Present
Momentum Independent Network Inc. (SWANSEA IL)
IL
03/08/2021 - 12/31/2022
NTB FINANCIAL CORPORATION (Swansea IL)
IL
01/02/2014 - 04/13/2021
WILLIAM C. BURNSIDE & COMPANY, INC. (SWANSEA IL)
IL
01/11/2008 - 12/31/2013
HARBOUR INVESTMENTS, INC. (SWANSEA IL)
IL
10/02/2006 - 01/14/2008
COMMERCE BROKERAGE SERVICES, INC. (BELLEVILLE IL)
IL
01/02/2001 - 10/05/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVILLE IL)
WI
12/15/1997 - 01/02/2001
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
CA
01/14/1994 - 12/15/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
04/28/1987 - 01/25/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/10/1985 - 01/12/1987
DEAN WITTER REYNOLDS INC.
NA
01/23/1985 - 03/11/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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