Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertram? Claim Your ProfileBertram Davis is a financial advisor with State Farm VP Management Corp. based in Southside, Alabama. Bertram joined the financial services industry in 2001 and has been with State Farm VP Management Corp. since then. Bertram is registered with FINRA and has a Series 6, Series 63 and SIE licenses. Bertram has been licensed to sell securities in Alabama since 2001.
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.
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.
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AL
02/12/2001 - Present
State Farm VP Management Corp. (Southside AL)
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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