Years of Experience
5-20+ Years
WESTLAKE VILLAGE, CA
40 Years Experience
1 Disclosures
ADVISOR BIO
Bart Byrne Fernelius is a financial advisor who has been in the industry since June 3, 1985. Bart is currently registered with Ameriprise Financial Services, LLC. Bart is a Certified Financial Planner® and has experience providing financial planning, asset allocation, and investment management services to individuals, corporations, and charitable organizations. Bart has a strong commitment to building long-term relationships with clients and providing them with personalized financial advice. Bart's previous experience includes roles at CUNA Brokerage Services, Inc., Financial Network Investment Corporation, Griffin Financial Services, and Associated Planners Securities Corporation.
SPECIALIZATIONS
SAN JOSE, CA
23 Years Experience
1 Disclosures
ADVISOR BIO
Bart Gilbert Smith is a financial advisor registered with Wells Fargo Clearing Services, LLC since November 2016. Bart has been in the industry since October 2001. Bart's specialties include fixed income, mutual funds, variable annuities, annuities, and life insurance. Bart has a strong track record of success in the financial services industry, having previously worked with Wells Fargo Investments, LLC and WM Financial Services, Inc.
SPECIALIZATIONS
LOS ANGELES, CA
0 Disclosures
ADVISOR BIO
Bart Richard Albrigo is an investment advisor representative currently registered with Perennial Financial Services. Bart has over 30 years of experience in the financial services industry, starting with Lehman Brothers in 1988. Bart has experience with Morgan Stanley, Smith Barney, and Purshe Kaplan Sterling Investments before joining Perennial Financial Services. Bart specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Bart is registered to provide investment advice in Arizona, California, and Texas. Bart holds a Series 3, 7, 63, and 65 license.
SPECIALIZATIONS
Beverly Hills, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Bart Fred Zitnitsky is an investment advisor representative with over 8 years of experience in the financial services industry. Bart is currently registered with Morgan Stanley and is licensed in multiple states. Before joining Morgan Stanley, Bart was employed by First Republic Securities Company, LLC. Bart has a Series 7, Series 66, and SIE license. Bart is a board member for The People Concern and spcaLA.
SPECIALIZATIONS
BAKERSFIELD, CA
32 Years Experience
0 Disclosures
ADVISOR BIO
Barton L. Bussell is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry for over 30 years. Barton has experience providing financial advice to a variety of clients including high-net-worth individuals, businesses, and institutions. Barton is also registered as an Investment Advisor Representative in Texas and California. Barton holds multiple licenses including Series 63, 65, 7, 9, 10, 31, and SIE.
SPECIALIZATIONS
VENTURA, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Barton Ketterling is an active Registered Representative and Investment Advisor Representative who has been in the financial services industry since 1998. He is registered with Commonwealth Financial Network. Ketterling is currently located in Ventura, CA. Ketterling holds the following licenses: Series 7, Series 63, and Series 66. Barton also has experience with tax preparation and real estate.
SPECIALIZATIONS
LOS ANGELES, CA
60 Years Experience
0 Disclosures
ADVISOR BIO
Barton Ian Gurewitz is a securities professional with over 50 years of experience in the financial services industry. Barton is currently a Registered Representative at Wedbush Securities Inc. where Barton has been employed since 1976. Prior to that, Barton worked at William R Staats & Co Inc, Dupont Walston, Incorporated, and Dupont Glore Forgan Incorporated.
SPECIALIZATIONS
Fullerton, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Basheer Rexford Husami is a financial advisor with over 10 years of experience in the industry. Basheer is currently registered with Avantax Advisory Services and holds a Series 7, Series 66 and SIE licenses. Basheer is also a Certified Financial Planner. Basheer has experience working with 1ST GLOBAL CAPITAL CORP. and 1ST GLOBAL ADVISORS, INC. Basheer provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Basheer is registered in California.
SPECIALIZATIONS
LODI, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Basir Kakar is a financial professional with over 6 years of experience in the financial services industry. Basir is currently registered with Wells Fargo Clearing Services, LLC. Basir holds the Series 6, Series 63, and SIE licenses, as well as a Series 63 registration in California. Basir has expertise in various financial products and services, including investment company products/variable contracts.
SPECIALIZATIONS
SAN CARLOS, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Bassel Fuad Mansour is a financial advisor at Osaic Wealth, Inc. with over 7 years of experience in the industry. Bassel specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Bassel holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Prior to joining Osaic Wealth, Inc., Bassel worked at Signator Investors, Inc. Bassel also owns and operates Golden Gate Financial & Insurance Solutions, a firm that provides insurance products.
SPECIALIZATIONS