Kenneth Gertie (CRD# 4609062) is an Investment Advisor Representative working at Pts Brokerage, LLC in Cinnaminson, NJ and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gustgertricity Inc. | Cinnaminson, NJ | Oct 2022 - Current | 1 |
Pts Brokerage, LLC | Mount Laurel, NJ | Feb 2021 - Current | 3 |
Ken Gertie Insurance Service | Cinnaminson, NJ | Jan 2021 - Current | 3 |
Kenneth J Gertie Cpa | Cinnaminson, NJ | Nov 1994 - Current | 29 |
Woodbury Financial Services, Inc. | Cinnaminson, NJ | Mar 2019 - Jan 2021 | 1 |
Woodbury Financial Services, Inc. | Cinnaminson, NJ | Mar 2019 - Jan 2021 | 1 |
Quester Capital Corporation | Minneapolis, MN | Jan 2010 - Mar 2019 | 9 |
Questar Asset Management | Minneapolis, MN | Jan 2010 - Mar 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2003 |
S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- FL
- NJ
- NY
- PA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts556ACCOUNTS
-
Average Account Value$144,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, FL, NJ, NY, PA
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