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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Allen Berthiaume is a financial advisor with over 20 years of experience in the financial services industry. Bradley is registered with Cetera Investment Advisers LLC and has offices in Houlton, Maine. Bradley is also registered as an investment advisor representative in Texas. Bradley is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 66, Series 7 and SIE licenses. Bradley has previously worked for UVEST FINANCIAL SERVICES GROUP, INC., BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Bradley offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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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ME
01/12/2023 - Present
Cetera Investment Advisers LLC (HOULTON ME)
ME
09/14/2007 - 04/17/2009
UVEST FINANCIAL SERVICES GROUP, INC. (PRESQUE ISLE ME)
ME
01/01/2005 - 09/10/2007
BANCNORTH INVESTMENT GROUP, INC. (HOULTON ME)
MN
07/29/2002 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
01/11/2002 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/11/2002 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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