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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Richard Bertsch (CRD# 1074878) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Ocean City, NJ and has over 34 years of experience in the finance industry. Richard Bertsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Allegretto (CRD# 2708056) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ocean City, NJ and has over 22 years of experience in the finance industry.
Beth Bebb (CRD# 5398493) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ocean City, NJ and has over 10 years of experience in the finance industry.
Nathan Petrinec (CRD# 4726268) is an Investment Advisor Representative working at Edward Jones in Ocean City, NJ and has over 13 years of experience in the finance industry.
Jeffrey Shirk (CRD# 2090053) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ocean City, NJ and has over 27 years of experience in the finance industry.
Henry Diberardino (CRD# 5975157) is an Investment Advisor Representative working at Friedenthal Financial, LLC in Ocean City, NJ and has over 6 years of experience in the finance industry.
Mark Reimet (CRD# 2024711) is an Investment Advisor Representative working at Mml Investors Services, LLC in Ocean City, NJ and has over 28 years of experience in the finance industry.
John Shirk (CRD# 1249939) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Ocean City, NJ and has over 34 years of experience in the finance industry.
Jodie Booth (CRD# 4702192) is an Investment Advisor Representative working at Mml Investors Services, LLC in Ocean City, NJ and has over 14 years of experience in the finance industry.
John Boraski (CRD# 26059) is an Investment Advisor Representative working at Boraski, John Q in Rehoboth Beach, DE and has over 30 years of experience in the finance industry.