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Jan E Bertram

Variable Investment Associates, Inc.

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About Jan E Bertram

Jan E. Bertram has been in the securities industry since July 20, 1994 and is currently registered with Variable Investment Associates, Inc. Jan's prior experience includes roles at Northwestern Mutual Investment Services, LLC, Charles Schwab & Co., Inc., Everen Securities, Inc., Fidelity Brokerage Services, Inc., Long Grove Trading Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jan is currently registered with the states of Florida, Michigan, and South Dakota.

Firm Information

Jan Bertram is currently registered with Variable Investment Associates, Inc.. Variable Investment Associates, Inc. is a Corporation formed in 1997-10-03. It is approved and registered in 49 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

56

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jan Bertram’s Registration & Firm History

SD

10/05/2020 - Present

Variable Investment Associates, Inc. (TEA SD)

FL

12/18/2018 - 01/10/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)

FL

12/07/1995 - 12/23/2016

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

MO

07/25/1995 - 11/08/1995

EVEREN SECURITIES, INC. (ST. LOUIS MO)

RI

12/23/1993 - 08/01/1995

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

MA

07/08/1991 - 12/31/1992

LONG GROVE TRADING CO. (BOSTON MA)

NY

07/20/1988 - 04/12/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/16/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jan E Bertram.
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