Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Neil Bertsch is a financial advisor at Ameriprise Financial Services, LLC. John has been in the financial services industry since 1986 and has a wide range of experience. John offers a variety of services to individuals and families, including financial planning, asset allocation, retirement planning, and investment management. John is committed to providing personalized service to help 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.
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.
Asset allocation services
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.
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2
TX
10/03/2022 - Present
Ameriprise Financial Services, LLC (Plainview TX)
TX
08/19/2022 - 10/12/2022
LPL FINANCIAL LLC (PLAINVIEW TX)
TX
11/29/2017 - 08/18/2022
LPL FINANCIAL LLC (PLAINVIEW TX)
TX
10/20/1989 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (PLAINVIEW TX)
NA
11/05/1986 - 11/01/1989
INTEGRATED RESOURCES EQUITY CORPORATION
WI
12/22/1986 - 10/07/1989
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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