John Bernstein (CRD# 7131044) is an Investment Advisor Representative working at Bernstein Financial Advisory in Minneapolis, MN and has over 5 years of experience in the finance industry.
CRD# 2968288
Rbc Capital Markets, LLC
CRD# 860173
Stifel, Nicolaus & Company, Incorporated
CRD# 6576637
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bernstein Financial Advisory, LLC | Minneapolis, MN | Jun 2019 - Current | 5 |
| Bernstein Financial Advisory, LLC | Minneapolis, MI | Apr 2019 - Current | 5 |
| Time Off | Minneapolis, MN | Jul 2016 - Mar 2019 | 2 |
| Sit Investment Associates | Minneapolis, MN | Mar 1995 - Jul 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MN
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$812,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MN
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