Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertrand? Claim Your ProfileBertrand Kerwin Chan is a financial advisor with Bluefin Capital Management, LLC. Bertrand has been working in the financial industry since 2000. Bertrand has experience working with Susquehanna Securities, Susquehanna Investment Group, and Susquehanna Capital Group. Bertrand holds Series 7, Series 24, Series 57TO and SIE licenses.
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.
1
2
FL
08/27/2007 - Present
Bluefin Capital Management, LLC (Fort Lauderdale FL)
NY
02/19/2010 - 06/15/2010
BLUEFIN SPECIALISTS L.L.C. (NEW YORK NY)
PA
10/15/2003 - 12/04/2003
SUSQUEHANNA SECURITIES (BALA CYNWYD PA)
PA
09/15/2003 - 12/04/2003
SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)
PA
02/27/1997 - 12/04/2003
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 04/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
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