Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bertin is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Kenneth has been in the financial industry since 1979. Kenneth holds Series 6, 7, 22, 63, and 65 licenses, along with the SIE. In addition to working with Cetera Investment Advisers LLC, Kenneth is the president of Bertin & Bertin Inc, a business that offers fixed insurance products. Kenneth provides financial planning, pension consulting, and educational seminars. Kenneth also offers portfolio management services for individuals and businesses.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON HILLS MI)
NA
05/19/1986 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
NA
04/13/1971 - 10/12/1977
IPMC SECURITIES, INC.
IA
Issued 7/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/2/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 4/8/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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