Bertrand Roberge
Professional summary
Bertrand Roberge, who also goes by Bertrand Raoul Roberge, is a registered financial advisor currently at FIA SERVICES, INC. located in Navarre, Florida.
Bertrand is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bertrand has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bertrand Roberge's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2016 - Present
FIA SERVICES, INC.
Office #1: 8668 Navarre Pkwy Ste 112, Navarre, FL 32566October 23, 2012 - August 12, 2016
AVANTAX ADVISORY SERVICES
July 23, 2012 - August 12, 2016
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2016)
Exams
Current Firm
FIA SERVICES, INC.
CRD#: 282694 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 804,102 |
Red Flags
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