Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bertelli is a financial professional with over 24 years of experience in the financial services industry. Brian is currently registered with Nylife Securities LLC in Spokane, Washington. Brian has held previous registrations with FARMERS FINANCIAL SOLUTIONS, LLC in Olympia, Washington and INVESTORS BROKERAGE SERVICES, INC. in Elgin, Illinois. Brian holds the Series 6, Series 26, Series 63 and SIE securities 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.
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2
WA
06/21/2024 - Present
Nylife Securities LLC (SPOKANE WA)
WA
09/08/2000 - 05/30/2024
FARMERS FINANCIAL SOLUTIONS, LLC (OLYMPIA WA)
IL
12/01/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 11/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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