Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Bertram is a financial advisor with Wesbanco Securities, Inc. Howard has been in the securities industry since 2004. Howard is registered with the state of West Virginia, Ohio, Pennsylvania, Kentucky, and Florida. Howard specializes in providing financial advice to individuals and businesses. Howard offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Howard has been a Certified Financial Planner and a Chartered Financial Consultant since 2004.
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.
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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2
WV
01/19/2006 - Present
Wesbanco Securities, Inc. (WHEELING WV)
NY
02/09/2004 - 10/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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