Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ty? Claim Your ProfileTy Alan Bernicke is a financial advisor with over 20 years of experience in the industry. Ty has a wide range of experience with a variety of firms including Raymond James, FSC Securities, and SII Investments. Ty is currently registered with Great Valley Advisor Group, Inc., and LPL Financial, LLC. Ty has a strong track record of helping clients achieve their financial goals and is committed to providing personalized financial advice. Ty is a Certified Financial Planner® professional and is a member of the Financial Planning Association.
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.
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.
Consulting services
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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2
DE
06/18/2020 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
WI
10/15/2012 - 06/19/2020
TRIAD ADVISORS LLC (Altoona WI)
WI
07/16/2008 - 10/16/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
07/31/2003 - 07/16/2008
SII INVESTMENTS, INC. (EAU CLAIRE WI)
GA
01/08/1999 - 07/31/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
09/23/1997 - 07/08/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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