Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Bernard is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Financial Sense Advisors, Inc. Robert is a registered investment advisor representative in California and Florida. Robert has previously held positions with LPL Financial LLC, Puplava Securities, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Wells Fargo Securities Inc., Marketing One Securities, Inc., and Paine Webber Incorporated. Robert is a highly experienced and knowledgeable financial advisor who has helped many individuals and families achieve their financial goals. Robert specializes in providing financial planning services, portfolio management for individuals, and selection of other advisors. Robert is committed to providing his clients with personalized financial advice and guidance.
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.
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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CA
04/22/2022 - Present
Financial Sense Advisors, Inc. (SAN DIEGO CA)
CA
08/01/2016 - 01/11/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
04/08/2011 - 08/19/2016
PUPLAVA SECURITIES, INC. (SAN DIEGO CA)
CA
06/01/2009 - 04/18/2011
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
05/30/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SAN DIEGO CA)
NY
06/01/1995 - 06/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
05/15/1992 - 05/18/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
09/23/1993 - 11/24/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
03/20/1980 - 04/24/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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