Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Joseph Bertelli is an active investment advisor representative at BOK Financial Securities, Inc. in Oklahoma City, OK. Cameron Bertelli is a Series 50, 52TO and 63 licensed advisor with a background in finance. Cameron Bertelli's professional experience includes previous roles with BOKF, NA, BOA, Morgan Stanley, Jenks, Air National Guard and the University of Oklahoma. Cameron Bertelli provides a range of financial services including portfolio management, financial planning, and educational seminars. Cameron Bertelli holds a Chartered Financial Analyst designation.
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.
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.
Furnishes advice about securities in any manner not described above.
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
OK
05/14/2019 - Present
BOK Financial Securities, Inc. (Oklahoma City OK)
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/23/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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