Howard Bertram, financial advisor Wheeling WV

Howard Bertram

CRD Number: 4746325
Current Firm: Wesbanco Securities, Inc.

Howard Bertram (CRD# 4746325) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 20 years of experience in the finance industry. Howard Bertram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wesbanco Bank Wheeling, WV Feb 2012 - Current 12
Wesbanco Securities, Inc. Wheeling, WV Jan 2006 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2004
Contact Info for Howard J. Bertram
Phone Number: 8003683369
Registered State(s):
  • FL
  • KY
  • OH
  • PA
  • WV
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $147,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, DC, FL, HI, IL, IN, KY, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, VI, WA, WV

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