Shane BertrandCRD Number: 6339383
Current Firm: Edward Jones
Shane Bertrand (CRD# 6339383) is an Investment Advisor Representative working at Edward Jones in Manchester, NH and has over 3 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Signator Investors, Inc.
|Edward Jones||St. Louis, MO||Jun 2014 - Current||3|
|Dawn Chambers Agency||Manchester, NH||May 2013 - Jun 2014||1|
|Southern New Hampshire University||Manchester, NH||Sep 2011 - Apr 2013||1|
|Wireless Zone||Berlin, NH||Jan 2009 - Sep 2012||3|
|Northern Health And Human Services||Berlin, NH||Sep 2008 - Jan 2011||2|
|Littleton Harley Davidson||Littleton, NH||May 2008 - Mar 2009||< 1|
|Quiznos||Berlin, NH||Sep 2006 - Nov 2008||2|
|Iga||Berlin, NH||Jun 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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