Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Trapani is a financial advisor with Wells Fargo Clearing Services, LLC. Bert has been in the financial services industry since 1993 and has experience with Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Bert provides a range of financial services including investment consulting, financial planning, and portfolio management. Bert holds Series 7, 31, 63, and 65 securities licenses.
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.
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.
Investment consulting services to institutional clients
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.
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2
GA
07/14/2015 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
06/01/2009 - 07/31/2015
MORGAN STANLEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
05/12/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MO
04/26/1996 - 05/19/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
TX
09/08/1993 - 04/26/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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