Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Patrick Berthaut is an investment advisor representative currently registered with Stratos Wealth Partners, Ltd. Colin Berthaut has been in the securities industry for over 12 years, starting his career with Pruco Securities, LLC. Colin Berthaut has passed exams including Series 6, Series 63, Series 65, and SIE. Colin Berthaut currently holds registrations in Louisiana and Texas. Colin Berthaut provides financial planning services, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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.
Percentage of assets under management with third party managers
1
2
LA
02/14/2023 - Present
Stratos Wealth Partners, Ltd. (Metairie LA)
GA
07/17/2020 - 08/12/2020
SECURITIES AMERICA, INC. (ATLANTA GA)
GA
10/26/2016 - 07/17/2020
INVESTACORP, INC. (ATLANTA GA)
LA
08/25/2010 - 05/27/2016
PRUCO SECURITIES, LLC. (METAIRIE LA)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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