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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bernardo is a financial advisor with Bernardo Wealth Planning, LLC. Nicholas has been in the financial industry since 2007. Nicholas specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pooled investment vehicles. Nicholas is registered with the state of Pennsylvania and is a Certified Financial Planner. Bernardo Wealth Planning, LLC is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to individuals and businesses.
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.
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.
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2
PA
09/06/2017 - Present
Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)
PA
06/03/2016 - 07/27/2016
PURSHE KAPLAN STERLING INVESTMENTS (Skippack PA)
PA
06/01/2009 - 06/30/2016
MORGAN STANLEY (BLUE BELL PA)
PA
01/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
03/02/2007 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
BOTH
Issued 05/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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