Quincey Bernard
CRD Number: 7248228Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Quincey Bernard (CRD# 7248228) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Belton, MO and has over 3 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Belton, MO | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Belton, MO | Oct 2022 - Current | 1 |
| Unemployed | Omaha, NE | Nov 2021 - Oct 2022 | < 1 |
| Td Ameritrade | Omaha, NE | Apr 2020 - Nov 2021 | 1 |
| Unemployed | Omaha, NE | Dec 2019 - Apr 2020 | < 1 |
| Full Time Eduction | Lincoln, NE | Aug 2019 - Dec 2019 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2016 - Dec 2019 | 3 |
| Resourcepro | Qingdao, | May 2019 - Aug 2019 | < 1 |
| Full Time Education | Lincoln, NE | May 2018 - May 2019 | 1 |
| University Of Nebraska Lincoln | Lincoln, NE | Sep 2017 - May 2018 | < 1 |
| Full Time Education | Lincoln, NE | Aug 2016 - Aug 2017 | 1 |
| Petit Paradis Kdg | Port-au-prince, | Jul 2016 - Aug 2016 | < 1 |
| Full Time Education | Port-au-prince, | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MO
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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