Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertram? Claim Your ProfileBertram Raymond Foster is a financial advisor with over 25 years of experience in the financial services industry. Bertram is currently registered with U.S. Capital Wealth Advisors, LLC as an Investment Advisor Representative. Bertram has a strong background in investment advisory, insurance sales, and real estate. Bertram holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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TX
06/16/2017 - Present
U.s. Capital Wealth Advisors, LLC (Georgetown TX)
TX
06/16/2017 - 12/05/2018
PURSHE KAPLAN STERLING INVESTMENTS (Georgetown TX)
TX
04/05/1995 - 06/21/2017
PRUCO SECURITIES, LLC. (GEORGETOWN TX)
IA
Issued 11/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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