Carrie Bertrand
Bertrand Wealth Strategies, L.L.C.
Financial Planner in Oklahoma City, OK
Address:9909 S Pennsylvania Ave
Oklahoma City, OK 73159
About Carrie Bertrand
Carrie Bertrand is a financial professional at Bertrand Wealth Strategies, L.L.C. located in Oklahoma City, Oklahoma. Carrie Bertrand holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Carrie Bertrand provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Carrie Bertrand9909 S Pennsylvania Ave
Oklahoma City, OK 73159
Phone Number:
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Website:
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