Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bartley? Claim Your ProfileBartley Corfee is a financial advisor who has been in the industry since 1984. Bartley currently works with Ameritas Advisory Services, LLC. Bartley has experience working with a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Bartley has a long history in the industry and has worked for a number of different firms over the years.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CO
11/01/2021 - Present
Ameritas Advisory Services, LLC (EVERGREEN CO)
CO
03/30/2001 - 11/03/2017
CETERA ADVISORS LLC (EVERGREEN CO)
WI
05/10/1995 - 04/19/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/10/1995 - 04/19/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/11/1993 - 02/07/1995
G. R. PHELPS & CO., INC.
MA
11/27/1990 - 01/07/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
08/02/1989 - 11/13/1990
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
08/02/1989 - 11/13/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
MD
09/27/1986 - 03/13/1989
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
06/19/1986 - 09/19/1986
FTFS
NA
04/01/1986 - 08/05/1986
AMERICAN INVESTORS COMPANY
NA
01/20/1984 - 05/28/1985
E. F. HUTTON & COMPANY INC
NA
08/22/1980 - 02/01/1982
SUTRO & CO. INCORPORATED
BC
Issued 06/05/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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