Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tarick? Claim Your ProfileTarick Luke Bernat is a financial professional with over 25 years of experience in the industry. Tarick Luke Bernat currently works for BFC Planning, Inc. and previously worked for several firms including GUNNALLEN FINANCIAL, INC, BRECEK & YOUNG ADVISORS, INC., DONAHUE SECURITIES, INC., LOCUST STREET SECURITIES, INC., CADARET, GRANT & CO., INC., THE O.N. EQUITY SALES COMPANY, JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY and CUNA BROKERAGE SERVICES, INC. Tarick Luke Bernat offers financial planning and portfolio management for businesses and individuals. He is licensed in Florida and Ohio.
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.
Solicitor fee
1
2
OH
01/31/2014 - Present
BFC Planning, Inc. (BOARDMAN OH)
OH
01/19/2007 - 01/26/2007
GUNNALLEN FINANCIAL, INC (BOARDMAN OH)
OH
03/02/2001 - 01/03/2007
BRECEK & YOUNG ADVISORS, INC. (BOARDMAN OH)
OH
01/22/2001 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
IA
03/02/1999 - 02/05/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
12/24/1997 - 12/08/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
OH
03/20/1996 - 10/25/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
05/05/1995 - 03/13/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/05/1995 - 03/13/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
12/06/1991 - 05/01/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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