Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Bernhardt is a registered representative of LPL Financial LLC. Nicholas has been in the financial services industry since 2015 and is licensed to provide investment advice in 16 states. Nicholas specializes in financial planning, pension consulting, portfolio management for individuals and businesses, and other non-discretionary advisory services. Nicholas has also worked as a real estate agent. Nicholas is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
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2
NJ
11/09/2022 - Present
LPL Financial LLC (VINELAND NJ)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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