personimage

James P. Bertram

Nuveen Securities, Llc

Financial Planner in Franklin, TN

Address:
144 Cavalry Dr
Franklin, TN 37064
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About James P. Bertram

James Bertram is a financial professional at Nuveen Securities, Llc located in Franklin, Tennessee. James Bertram holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. 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

James Bertram 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:

James Bertram
144 Cavalry Dr
Franklin, TN 37064

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for James P. Bertram

Looking for a financial advisor located near Franklin, Tennessee? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.