Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel James Bernard is a financial advisor with Stratos Wealth Partners, Ltd. Samuel has been in the financial industry since 2012 and has worked for a number of firms, including CUSO Financial Services, LP, Cadaret Grant & Co., Inc. and Cambridge Investment Research, Inc. Samuel is registered with the state of Ohio and Texas to provide investment advice. Samuel holds the Series 7, Series 6, Series 63 and Series 65 licenses. Samuel specializes in financial planning, portfolio management, and pension consulting. Samuel is committed to providing clients with personalized financial advice and services to help them reach their financial goals.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
11/30/2020 - Present
Stratos Wealth Partners, Ltd. (Huber Heights OH)
OH
10/12/2016 - 11/30/2020
CUSO FINANCIAL SERVICES, L.P. (Kettering OH)
OH
10/31/2014 - 10/04/2016
CADARET, GRANT & CO., INC. (SPRINGFIELD OH)
OH
12/10/2012 - 10/14/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (CENTERVILLE OH)
OH
02/07/2012 - 12/11/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BEAVERCREEK OH)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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