Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bertrand is a financial advisor with Edelman Financial Engines. Donald has been working in the financial services industry since 1993. Donald holds licenses in Washington and Texas. Donald has experience providing financial planning, portfolio management, and other financial services to a variety of clients, including 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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
11/30/2016 - Present
Edelman Financial Engines (BELLEVUE WA)
AZ
09/12/2008 - 08/29/2012
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
06/22/1999 - 09/16/2008
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
NJ
01/28/1995 - 08/22/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/23/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MA
05/04/1993 - 11/29/1993
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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