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Raymond O Bernard

Columbia Management Investment Distributors, Inc.

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About Raymond O Bernard

Raymond O Bernard is a financial advisor with Columbia Management Investment Distributors, Inc. Raymond has been in the industry since December 2015. Raymond holds the Series 7, Series 26 and SIE licenses.

Firm Information

Raymond Bernard is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Raymond Bernard’s Registration & Firm History

MA

12/23/2015 - Present

Columbia Management Investment Distributors, Inc. (BOSTON MA)

MN

12/23/2015 - 03/14/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/21/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond O Bernard.
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