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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Refonne? Claim Your ProfileRefonne Bernath is a financial advisor with over 20 years of experience in the industry. Refonne is currently registered with Morgan Stanley in Honolulu, HI. Refonne has held previous roles with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Refonne is a licensed investment advisor and has passed various securities exams, including Series 3, 7, 9, 10, 63, and 65. Refonne specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and institutional clients. Refonne is registered in 34 states and the District of Columbia and is a part of Morgan Stanley, a large financial services firm with over $1.4 trillion in assets under management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
06/01/2009 - Present
Morgan Stanley (Honolulu HI)
HI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HONOLULU HI)
FL
07/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
IA
Issued 06/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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