Unclaimed
Kenneth Bertin is a financial advisor with over 40 years of experience in the industry. Kenneth is currently registered with Cetera Investment Advisers LLC, and has been with the firm since June 2023. Before joining Cetera Investment Advisers LLC, Kenneth worked at Cetera Advisor Networks LLC and Bertin & Bertin Inc/ Michigan Agency. Kenneth specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Kenneth holds Series 1, 6, 22, 63, and 65 licenses and has a strong track record of success in the industry.
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 07/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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