Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertha? Claim Your ProfileBertha Jones is a financial advisor with over 20 years of experience in the industry. Bertha has held positions with SunTrust Securities, Inc., Banc of America Investment Services, Inc., Wells Fargo Clearing Services, LLC, and is currently a registered representative with Wells Fargo Advisors Financial Network, LLC. Bertha holds Series 7, 63, and 66 licenses. Bertha provides investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, 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.
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
FL
09/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (COCONUT GROVE FL)
FL
03/08/2010 - 09/16/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/14/2003 - 08/08/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
GA
04/30/1999 - 08/14/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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