Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Verduzco is a registered representative with Principal Securities, Inc. Bert has been in the securities industry since November 2024. Bert is registered in Michigan. Bert has a Series 66 license. Bert's office is located in Kalamazoo, MI. Principal Securities, Inc. is a registered investment advisor. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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MI
01/29/2025 - Present
Principal Securities, Inc. (Kalamazoo MI)
Active
Inactive
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