MARCELO DANIEL BERNARDO is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2020-10-19 | present | Yes |
| APPLIED FINANCIAL PLANNING, INC. | 2009-12-10 | 2020-11-03 | — |
| LPL FINANCIAL LLC | 2008-09-12 | 2020-10-21 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-05-29 | 2008-09-26 | — |
| CITICORP INVESTMENT SERVICES | 2006-04-03 | 2007-05-29 | — |
| CUNA BROKERAGE SERVICES, INC. | 2004-02-12 | 2006-02-23 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2001-01-16 | 2004-01-29 | — |