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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Bernhardt is an investment advisor representative associated with Kestra Advisory Services, LLC. William John Bernhardt is also a registered representative of Kestra Investment Services, LLC. William John Bernhardt has been in the industry since May 2004 and has passed the Series 6, Series 7 and Series 63 exams. William John Bernhardt is registered in 16 states and is a Chartered Financial Analyst. Kestra Advisory Services, LLC is a firm that provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kestra Advisory Services, LLC has approximately 6180 clients and $48.3 billion in regulatory assets under management.
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.
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.
1
2
PA
04/21/2016 - Present
Kestra Advisory Services, LLC (JAMISON PA)
BC
Issued 05/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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