Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Denise Bertani has been in the financial services industry since December 2001. Andrea has a Series 63 and Series 65 license. Andrea is registered with the state of Illinois as an Investment Advisor Representative. Andrea is also a registered representative of PFS Investments Inc. Andrea’s primary office location is at 55 West 22nd St, Ste 320 in Lombard, IL.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IL
12/20/2011 - Present
PFS Investments Inc. (LOMBARD IL)
IA
Issued 11/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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