Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Michael Bosso is an investment advisor representative with Cetera Investment Advisers LLC. Ernest has been in the industry since November 2003. Ernest is registered with the state of Oregon. Ernest also has a Series 65 license, as well as a Series 7 license and a SIE. Ernest has previously worked with PRUCO SECURITIES, LLC., CETERA ADVISORS LLC, PACIFIC WEST SECURITIES, INC., and EDWARD JONES. Ernest specializes in various investment products including mutual funds, variable annuities, fixed annuities, and life insurance.
GRESHAM, OR
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.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (GRESHAM OR)
OR
05/03/2017 - 08/04/2020
PRUCO SECURITIES, LLC. (Lake Oswego OR)
OR
02/28/2012 - 05/01/2017
CETERA ADVISORS LLC (PORTLAND OR)
OR
03/02/2007 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (TIGARD OR)
OR
11/11/2003 - 03/06/2007
EDWARD JONES (TUALATIN OR)
IA
Issued 6/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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