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Bernard Semon
Vice President, Investments, Portfoli... at Stratos Investments of Raymond James
Financial expert with portfolio management and advisory skills.
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Location
El Paso, Texas, United States, US
Languages
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Skills
- Portfolio Management
- Series 3
- Series 63
- Series 65
- Series 7
- Show all
Bio
Generated by
Topline AI
Bernard Semon is a seasoned financial professional with extensive experience in portfolio management, financial planning, and advisory services. He holds multiple certifications, including Series 3, 63, 65, and 7, and has served as Vice President at Stratos Investments of Raymond James and Morgan Stanley.
Credentials
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Series 3
FINRA -
Series 63
NASAA -
Series 65
NASAA -
Series 7
FINRA
Experience
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Stratos Investments of Raymond James
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El Paso, Texas Area
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Vice President, Investments, Portfolio Manager
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Aug 2015 - Present
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El Paso, Texas Area
Serving the International and domestic markets.
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Vice President, Senior Portfolio Manager
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Jun 1998 - Jul 2015
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Trader
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Mar 1981 - May 1998
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Education
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1977 - 1981Northwestern University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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