Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Bertran is a financial advisor with Osaic Wealth, Inc. William has been in the financial services industry since 1992 and has been registered with the state of Iowa since 1992. William has also held registrations in other states including California, Kentucky, Minnesota, Missouri, Nebraska, Ohio, Washington, and Wisconsin. William has experience in financial planning, pension consulting, and portfolio management. William also provides educational seminars for clients. William is a member of Financial Investment Group, LLC and is an insurance agent for Dawson & Bertran Investment Advisors. William is also a registered representative and investment advisor representative for Dawson & Bertran Financial Advisors. William is an elder at Missionary Alliance Church and is the owner of Dawson & Bertran Rentals.
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.
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2
IA
11/02/2018 - Present
Osaic Wealth, Inc. (WEBSTER CITY IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WEBSTER CITY IA)
IA
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WEBSTER CITY IA)
IA
09/11/1992 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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