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Larry Bernstein Location
West Palm Beach, FL, US
Larry Bernstein Work
2017 -now Vice President @
1987 -2017 Assistant Branch Manager @
Larry Bernstein Education
Boston University School of Law
Master of Laws (LL.M.) (Banking Law)
1985-1986
The University of Toledo College of Law
Doctor of Law (J.D.) (Law)
1982-1985
Boston University
Bachelor of Arts (B.A.) (Mathematics)
1977-1981
Larry Bernstein Skills
Leadership
Estate Planning
Series 63
Financial Advisory
Alternative Investments
Fixed Annuities
Corporate Finance
Insurance
Retirement Planning
Portfolio Management
Financial Modeling
Investments
Finance
Investment Advisory
Strategic Planning
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Microsoft Office
Investment Strategies
Real Estate
Customer Service
Financial Analysis
Management
Investment Banking
Due Diligence
Mergers and Acquisitions
Services
Estate Planning Strategies
Series 7
Securities
Investment Management
Larry Bernstein Summary
Larry Bernstein, based in West Palm Beach, FL, US, is currently a Vice President at Baird. Larry Bernstein brings experience from previous roles at Wells Fargo Advisors. Larry Bernstein holds a 1985 - 1986 Master of Laws (LL.M.) in Banking Law @ Boston University School of Law. With a robust skill set that includes Leadership, Estate Planning, Series 63, Financial Advisory, Alternative Investments and more. Larry Bernstein has 2 emails and 2 mobile phone numbers on RocketReach.
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