Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Marcelle Bertrando is a registered representative with Vanguard Advisers, Inc.. Emma Bertrando is licensed in 53 states and has been in the industry since March 31, 2022. Emma Bertrando has passed the Series 7TO, SIE and Series 63 exams. Emma Bertrando is a financial advisor providing a variety of services including portfolio management for individuals, businesses and pooled investment vehicles. Emma Bertrando also provides financial planning services.
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.
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.
1
2
PA
02/06/2025 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 04/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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