Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craige? Claim Your ProfileCraige Marcello Bertero is an Investment Advisor Representative with Corient. Craige has over 20 years of experience in the financial services industry. Craige's previous employers include J.P. Morgan Securities LLC, UBS Financial Services Inc., and J.P. Morgan Securities Inc. Craige is registered with the state of California and Texas as an Investment Advisor Representative. Craige specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
03/07/2023 - Present
Corient (SAN FRANCISCO CA)
CA
03/31/2009 - 05/10/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
06/01/2001 - 04/15/2009
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
NY
05/03/2000 - 06/13/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 05/04/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
04/03/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 01/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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