Unclaimed
Dane Bertrand is a financial advisor with Nylife Securities LLC. Dane has been in the industry for over 6 months. Dane holds the Series 6TO and SIE licenses and is registered with FINRA and the state of Louisiana. Dane's primary office location is at 400 E. KALISTE SALOOM, STE 5100, LAFAYETTE, LA.
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.
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.
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LA
08/30/2023 - Present
Nylife Securities LLC (LAFAYETTE LA)
BC
Issued 08/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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