Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gladys? Claim Your ProfileGladys Alexandra Berthiaume is a financial advisor with over 10 years of experience in the financial services industry. She is currently registered with Key Investment Services LLC, serving clients from the Clifton Park, NY area. Previously, Gladys worked with LPL Financial LLC and HSBC Securities (USA) Inc., gaining a well-rounded perspective of the industry. Her areas of expertise include providing financial advice and portfolio management services to individuals and high net worth individuals. Gladys is dedicated to helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
09/21/2016 - Present
KEY Investment Services LLC (CLIFTON PARK NY)
NY
05/18/2012 - 09/21/2016
LPL FINANCIAL LLC (CLIFTON PARK NY)
NY
06/27/2006 - 05/15/2012
HSBC SECURITIES (USA) INC. (TROY NY)
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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