Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Barre is a financial advisor with over 20 years of experience in the financial services industry. Bert has worked at Colonial Trust Advisors, Inc. since 2005 and is a Registered Representative and Investment Advisor Representative. Bert is also employed by Colonial Trust Company, a wholly owned subsidiary of Colonial Group, Inc., where Bert is the Chairman, President, Chief Operating Officer, and Senior Trust Officer. Colonial Trust provides corporate fiduciary services, including professional trust and estate-related services. Bert is a Chartered Financial Analyst and has a Series 7 and Series 63 license. Bert has a strong commitment to serving the financial needs of individuals, families, businesses, and charitable organizations. Bert specializes in providing investment management, financial planning, and retirement planning services.
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.
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.
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2
SC
04/13/2009 - Present
Colonial Trust Advisors, Inc. (SPARTANBURG SC)
NC
03/16/2000 - 07/16/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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