Raymond Bertasi, financial advisor Little Rock AR
96 score

Raymond Bertasi

CRD Number: 1012886
Current Firm: Northwestern Mutual Investment Services,llc

Raymond Bertasi (CRD# 1012886) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Little Rock, AR and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Nov 2007 - Current 9
Northwestern Mutual Investment Services, LLC Milwaukee, WI Feb 1988 - Current 28
Northwestern Mutual Life Milwaukee, WI Aug 1973 - Current 43
Northwestern Mutual Investment Services, LLC Little Rock, AR Jan 2006 - Mar 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for Raymond L. Bertasi
Phone Number: 866-664-7737
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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