Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bertrand? Claim Your ProfileBertrand Maxwell is a financial professional with over 20 years of experience in the industry. Bertrand has a Series 6 and Series 63 license and is registered with the state of Texas. Bertrand is currently employed with Allstate Financial Services, LLC and is located in DeSoto, TX.
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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2
TX
04/09/2002 - Present
Allstate Financial Services, LLC (DE SOTO TX)
BC
Issued 05/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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