Michael Bernstein (CRD# 6460223) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 8 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Princeton, NJ | Nov 2017 - Current | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Princeton, NJ | Nov 2017 - Current | 6 |
| Pruco Securities, LLC | Melville, NY | May 2017 - Jan 2018 | < 1 |
| The Prudential Insurance Company Of America | Melville, NY | May 2017 - Nov 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2017 | < 1 |
| Mml Investors Services, LLC | East Hills, NY | Mar 2017 - Apr 2017 | < 1 |
| Msi Financial Services, Inc. | East Hills, NY | Apr 2015 - Mar 2017 | 1 |
| Woodbury Financial Services Inc. | Syosset, NY | Mar 2015 - Apr 2015 | < 1 |
| Paul Global Benefits Inc. | Syosset, NY | Dec 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- NJ
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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