Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Alyssa Bernardo is a financial advisor with Bernardo Wealth Planning, LLC. Rose has been in the industry since 2005 and has held various roles at Morgan Stanley, Morgan Stanley Smith Barney, Platinum Wealth Partners d/b/a Bernardo Wealth Planning, and Purshe Kaplan Sterling Investments. Rose is registered with the state of Pennsylvania and is a Registered Representative (Series 7) and has passed the Uniform Combined State Law Examination (Series 66). Rose specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Rose's firm manages over $600 million in assets.
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.
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.
1
2
PA
09/07/2017 - Present
Bernardo Wealth Planning, LLC (HARLEYSVILLE PA)
PA
06/06/2016 - 03/04/2024
PURSHE KAPLAN STERLING INVESTMENTS (Harleysville PA)
PA
06/01/2009 - 06/30/2016
MORGAN STANLEY (BLUE BELL PA)
PA
01/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
01/01/2005 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Rose Bernardo is the right advisor for you? Invested Better is here to help.
