Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Hartman is an investment advisor representative who has been in the financial industry since August 2005. Bart Hartman currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and has held previous positions at BB&T Investment Services, Inc., CETERA INVESTMENT SERVICES LLC, and METLIFE SECURITIES INC. Bart Hartman holds a Series 6, 7, 63, and 65 license. Bart Hartman specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
10/21/2013 - 10/30/2015
BB&T INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
PA
11/26/2008 - 10/15/2013
CETERA INVESTMENT SERVICES LLC (MILLERSBURG PA)
PA
08/08/2005 - 11/26/2008
METLIFE SECURITIES INC. (LEWISBURG PA)
PA
08/08/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LEWISBURG PA)
IA
Issued 10/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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