Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Bernard is a financial advisor with over 6 years of experience. Robert is currently registered with Retirement Planners Of America in Minnesota and Texas. Previously, Robert was registered with THRIVENT INVESTMENT MANAGEMENT INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Robert has passed the Series 6, 7TO, 63 and 66 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/12/2024 - Present
Retirement Planners OF America (PLANO TX)
MN
09/14/2020 - 03/15/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Rochester MN)
MN
10/03/2017 - 08/25/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROCHESTER MN)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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