Christopher Berte (CRD# 6129823) is an Investment Advisor Representative working at Signet Financial Management, LLC in Naples, FL and has over 11 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signet Financial Management, LLC | Naples, FL | May 2018 - Current | 5 |
| Td Ameritrade | Omaha, NE | Jan 2009 - Apr 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- FL
- TX
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Total Assets Under Management949MILLIONS
-
Total Number of Accounts1,941ACCOUNTS
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Average Account Value$489,128
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA
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