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Steven Bernier

36 Years of Experience
Southfield, MI
1 DisclosureBrokerSells Insurance

Steven Bernier is a registered investment advisor, based in Southfield, MI, with 36 years of industry experience.

Location

24901 Northwestern Highway, Suite 218, Southfield, MI, 48075

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History

Regulatory History (1)
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Customer Dispute
September 1999
Settled
Other Business ActivitiesSells Insurance

Steven is a licensed independent insurance agent and an investment advisor representative (IAR) with MPM Wealth Advisors since 2006, dedicating about three-quarters of his time to this role. He also owns three LLCs that own residential and commercial rental properties, which requires minimal time.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - Present · 5 yrs 10 mos
Mpm Wealth Advisors
October 2010 - Present · 15 yrs 6 mos
Previous Registrations
Michigan Securities, INC.Broker
January 2006 - July 2020 · 14 yrs 6 mos
New England SecuritiesBroker
April 2003 - January 2006 · 2 yrs 9 mos
Veravest Investments, INC.Broker
August 2001 - May 2003 · 1 yr 9 mos
Michigan Securities, INC.Broker
August 2000 - August 2001 · 1 yr
Gregory J. Schwartz & CO., INC.Broker
May 1989 - August 2000 · 11 yrs 3 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Bernier - Financial Advisor | TrueAdvisor