Unclaimed
Ernest Bosso is a financial advisor with Cetera Investment Advisers LLC, working in the Gresham, OR area since March 2024. Ernest has been a registered representative since 2003 and has also worked for other firms, including PRUCO Securities, LLC, Cetera Advisors LLC, Pacific West Securities, Inc., and Edward Jones. Ernest is licensed to provide investment advice and financial planning services in Oregon and Washington.
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 06/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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