CARRIE ELIZABETH BERTRAND is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with BERTRAND INVESTMENT STRATEGIES, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| BERTRAND INVESTMENT STRATEGIES, L.L.C. | 2022-10-12 | present | Yes |
| IMPACT PARTNERSHIP WEALTH, LLC | 2021-07-26 | 2023-06-15 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2007-01-19 | 2008-01-10 | — |
| INVESTMENT STRATEGIES, LLC | 2006-06-22 | 2021-07-20 | — |
| BLUE VASE SECURITIES, LLC | 2005-05-26 | 2005-08-12 | — |