Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Bertani is a financial advisor at Raymond James Financial Services Advisors, Inc. Bryan has been in the industry since August 18, 2013. Bryan is a Registered Representative and Investment Advisor Representative. Bryan is registered with the states of Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Michigan, Minnesota, New York, Tennessee, Texas, Washington, and Wisconsin. Bryan is also licensed to sell securities in Texas. Bryan holds the Series 6, 7, 63, and 66 licenses as well as the SIE exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/27/2024 - Present
Raymond James Financial Services Advisors, Inc. (Joliet IL)
IL
08/19/2013 - 08/22/2022
NYLIFE SECURITIES LLC (WILMINGTON IL)
BOTH
Issued 04/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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