Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bertucci is a financial advisor with Raymond James & Associates, Inc. in Scottsdale, Arizona. Bryan has been in the financial industry since 1998 and is registered with both FINRA and the state of Arizona. Bryan specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Bryan also has experience in providing educational seminars and selecting other advisors for clients.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/13/2019 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
09/24/2018 - 11/29/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SCOTTSDALE AZ)
AZ
03/15/2011 - 09/26/2018
RAYMOND JAMES & ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
02/12/2007 - 02/24/2011
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
10/17/2001 - 02/07/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
08/07/1998 - 10/05/2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)
MA
04/17/1998 - 07/15/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 01/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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