Bertrand Sejour, EA

Experience

• 

  Joseph Stevens

  Sept 2001 - Jan 2003

  General Securities Registered Representative

  Authorized to sell a large array of securities such as stocks, bonds, options, mutual funds, limited partnership programs and variable annuities.

• 

  Liberty Tax Service

  Jan 2006 - Feb 2012

  Tax Preparer
• 

  Madame Tongs

  May 2007 - Sept 2007

  Accountant
• 

  Christophers Kitchens

  Sept 2007 - Jan 2010

  Controller
• 

  Almar Tax Service

  Feb 2012 - May 2020

  Tax Accountant, Enrolled Agent, Licensed Life & Health Insurance Agent

  Perform financial planning, asset management, insurance, and taxes.

• 

  A & B Tax Resolution, Inc.

  Nov 2014 - now

  President

  A&B is a tax accounting firm specializing in tax services with a concentration in tax preparation and tax resolution. We offer a full array of tax services ranging from simple tax preparation and filing; to the negotiation of complicated tax issues.A&B is comprised of myself an experienced IRS Enrolled Agent with over 10 years of tax experience and my partner Alan Haenel with more than 30 years of financial planning experience. We take great pride in representing our clients with personalized professional service. Our firm is dedicated to a high level of standards and customer service that is unparalleled within the tax industry. Your satisfaction is our priority. We welcome you to contact us with your questions or concerns. Show less

• 

  Vanderbilt Financial Group

  Nov 2014 - Jun 2020

  General Securities Registered Representative

  Authorized to sell a myriad of securities. This includes common stocks, preferred stocks, options, bonds, closed end funds, mutual funds, limited partnership programs, and other individual fixed income investments. With my life & health insurance license I'm also authorized to sell variable annuities.

• 

  Vanderbilt Advisory Services

  Jan 2018 - Jun 2020

  Registered Investment Advisor Representative

  I recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences on a non-commission basis. I execute and negotiate the implementation of vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks. with my Series 65 license I am able to introduce to clients the possibility of investing in money-managed accounts. A managed account is an investment account that is owned by an individual investor and overseen by a hired professional money manager. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder. A managed account may hold assets, cash or title to property for the benefit of the client. The manager may buy and sell assets without the client’s prior approval, as long as the manager acts according to the client’s objectives. Show less

• 

  Bertrand Sejour EA, LLC

  Nov 2020 - now

  President
• 

  Securities America Inc.

  Nov 2020 - Jun 2024

  I recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences on a non-commission basis. I execute and negotiate the implementation of vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks. with my Series 65 license I am able to introduce to clients the possibility of investing in money-managed accounts. A managed account is an investment account that is owned by an individual investor and overseen by a hired professional money manager. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder. A managed account may hold assets, cash or title to property for the benefit of the client. The manager may buy and sell assets without the client’s prior approval, as long as the manager acts according to the client’s objectives. Show less

  • Registered Investment Advisor Representative

    Nov 2020 - Jun 2024

  • General Securities Registered Representative

    Nov 2020 - Jun 2024
• 

  Osaic

  Jun 2024 - now

  I recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences on a non-commission basis. I execute and negotiate the implementation of vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks. with my Series 65 license I am able to introduce to clients the possibility of investing in money-managed accounts. A managed account is an investment account that is owned by an individual investor and overseen by a hired professional money manager. In contrast to mutual funds, which are professionally managed on behalf of many mutual-fund holders, managed accounts are personalized investment portfolios tailored to the specific needs of the account holder. A managed account may hold assets, cash or title to property for the benefit of the client. The manager may buy and sell assets without the client’s prior approval, as long as the manager acts according to the client’s objectives. Show less

  • General Securities Registered Representative

    Jun 2024 - now

  • Registered Investment Advisor Representative

    Jun 2024 - now