SCOTTSDALE, Ariz., Nov. 18, 2014 (GLOBE NEWSWIRE) -- Wedbush Securities, one of the nation's leading award-winning financial services providers, welcomes Dan Bertolet to its Private Client Services Group as its newest Vice President and Manager of the firm's Scottsdale office. Mr. Bertolet brings more than 32 years of financial industry experience to the Wedbush Private Client Services team. In addition to his managerial duties, he will continue to serve his diverse client base throughout the Scottsdale area and nationwide, reporting to Darryl David, Senior Vice President, Division Manager.
Mr. Bertolet has extensive experience within the financial industry, previously managing branches in Northern California, and looks forward to overseeing the success of the Scottsdale office. He holds a Bachelor of Arts in History from Stanford University.
"We are pleased to welcome Dan, and know he will do an excellent job leading our Scottsdale team" said Wesley Long, Executive Vice President and Head of Private Client Services, Wedbush Securities. "His skilled approach to investing and his understanding of client priorities aligns with the high caliber of service we strive to provide our clients."
Wedbush Private Client Services Group provides differentiated wealth management services with more than 100 registered offices nationwide. Wedbush Financial Advisors are dedicated to clients' financial success, establishing relationships built on trust, supported by a firm built on experience, stability and innovation.
About Wedbush Securities
Founded in 1955, Wedbush Securities is a leading financial firm that provides brokerage, clearing, investment banking, equity research, public finance, fixed income sales and trading, and asset management to individual, institutional and issuing clients. Headquartered in Los Angeles, with over 100 registered offices, the firm focuses on relentless service, client financial safety, continuity, and advanced technology. Wedbush Securities is the largest subsidiary of holding company WEDBUSH, Inc., which also includes affiliated firms Wedbush Asset Management, Wedbush Capital Partners, Wedbush Opportunity Partners, and Lime Brokerage LLC. Follow us on Twitter @Wedbush.