Unclaimed
Vernon Blugh-Bernard is an investment advisor representative associated with Allstate Financial Advisors, LLC. Vernon is a registered investment advisor and securities agent in New York, New Jersey, Florida, and Pennsylvania. Vernon has been in the financial services industry since July 2020. Vernon has held prior roles with PFS Investments Inc., Primerica Financial Services, Nest Seekers International, Coldwell Banker Real Estate, Hogarth Worldwide, Harris Corporation, Sungard Availability Services, Keller Williams Realty, and The Mortgage Calculator Company.
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.
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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.
Third party advisory fees
1
2
NY
12/22/2023 - Present
Allstate Financial Advisors, LLC (Staten Island NY)
NJ
07/06/2020 - 12/15/2023
PFS INVESTMENTS INC. (ENGLEWOOD CLIFFS NJ)
IA
Issued 06/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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