Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Bertram is a financial advisor with over 5 years of experience in the industry. Vincent is currently registered with Fidelity Institutional Wealth Adviser LLC and is licensed to provide investment advice in multiple states. Before joining Fidelity, Vincent worked at several other firms, including Eaton Vance Distributors, Inc., Natixis Distribution, L.P., and Capital Suisse LLC. Vincent holds a variety of licenses and certifications, including the Series 7, 66, 24, 3 and 30 exams. Vincent is a Chartered Financial Analyst (CFA). Vincent is committed to providing personalized financial advice and helping 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.
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.
Overlay portfolio management; non-discretionary investment advice
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
MA
01/11/2024 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
MA
03/22/2023 - 07/24/2023
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
12/14/2022 - 07/24/2023
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
WA
03/12/2021 - 10/24/2022
CAPITAL SUISSE LLC (SEATTLE WA)
MA
04/30/2018 - 07/07/2020
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
09/07/2017 - 04/26/2018
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 09/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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