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Robert William Bertog

Wells Fargo Advisors Financial Network, LLC

Naples, FL

Bonita Springs, FL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-27
TX RA APPROVED_RES 2024-09-26
IL RA APPROVED 2017-01-03
  • FL RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • IL RA
    APPROVED
    Since 2017-01-03

Branch Locations

8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 09/2015 11/2016
Wells Fargo Advisors Financial Network, Llc Glenview IL 12/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-01
  • S66 Uniform Combined State Law Examination
    2015-12-01
Other Names
  • Robert Bertog, Jr
  • Robert William Bertog

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
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