Rose Alyssa Bernardo

Current Employers

Employment History

• 06/2016 → 09/2017
  Platinum Wealth Partners D/B/A Bernardo Wealth Planning
  Harleysville, PA
• 06/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2017 → Present
  Bernardo Wealth Planning Llc
  Harleysville, PA

Previous Registrations

• 2016-08-05 → 2017-11-13
  Platinum Wealth Partners
  Skippack, PA
  Tampa, FL
• 2009-06-01 → 2016-06-30
  Morgan Stanley
  Blue Bell, PA
  Blue Bell, PA
• 2009-01-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Blue Bell, PA
• 2005-03-14 → 2009-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Blue Bell, PA
  Blue Bell, PA
  Lansdale, PA

Other Businesses

1) Bernardo Wealth Planning, LLC. Investment Related. 272 Ruth Road, Harleysville, PA 19438. Financial Advisor. 09/2017. 160 hrs/mo; All During Trading Hours. Financial Planning. 2) Fixed Insurance-not investment related-Producer for Partners Financial/Windsor Insurance(fixed products only)-2017-10 hrs/mth-10 during trading hrs-Selling term and permanent insurance as part of the financial planning process. 3) OnBord, Inc. Not Investment Related. Charles Schwab, 464 Main Street, Harleysville 19438. Start up operation. COO. Start 9/13/2021. 60 hrs/mo, 2 hrs/mo during trading. Working with developers to build technology, managing sales force, marketing staff, developing new verticals for technology.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-11

Other Names

• Rose Bernardo