Unclaimed
Bertin Stuckart has been a registered professional in the financial industry since 1984. Bertin is currently a registered representative and investment advisor representative with Cetera Investment Advisers LLC, a national financial services company based in Schaumburg, Illinois. Bertin is also the owner and financial advisor of Atlantic Investment Advisors Group. Prior to joining Cetera Investment Advisers LLC, Bertin worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and A.G. Edwards & Sons, Inc. Bertin has a wide range of experience in the financial industry, including providing securities and insurance services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Bertin is licensed to offer services in several states.
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.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (BLUFFTON SC)
SC
04/22/2009 - 06/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)
GA
05/04/2001 - 05/05/2009
UBS FINANCIAL SERVICES INC. (SAVANNAH GA)
MO
03/30/1990 - 05/07/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
08/27/1984 - 04/12/1990
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 6/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/5/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/1984
Series 3 - National Commodity Futures Examination
BC
Issued 8/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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