Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelo? Claim Your ProfileAngelo V. Berretta is a financial advisor with Redwood Private Wealth based in Titusville, NJ. Angelo has been in the financial industry since 1985. Angelo is a Registered Investment Advisor with experience in portfolio management, financial planning and pension consulting. Angelo has also previously worked at other firms such as Farmers Financial Solutions, LLC, Vanderbilt Securities, LLC, Allstate Financial Services, LLC, Centaurus Financial, Inc., The Investment Center, Inc., Raymond James Financial Services, Inc. and Commerce Capital Markets, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
12/14/2021 - Present
Redwood Private Wealth (PHOENIX AZ)
NJ
01/17/2018 - 09/30/2019
FARMERS FINANCIAL SOLUTIONS, LLC (EWING NJ)
NY
10/20/2014 - 12/01/2015
VANDERBILT SECURITIES, LLC (WOODBURY NY)
NJ
09/27/2012 - 10/20/2014
ALLSTATE FINANCIAL SERVICES, LLC (BELLE MEAD NJ)
NJ
01/03/2007 - 10/01/2012
CENTAURUS FINANCIAL, INC. (PENNINGTON NJ)
NJ
07/17/2001 - 12/31/2006
THE INVESTMENT CENTER, INC. (TITUSVILLE NJ)
FL
12/08/1999 - 07/17/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
PA
05/28/1998 - 11/17/1999
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
CA
06/04/1998 - 06/29/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
11/05/1997 - 07/09/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
KS
06/24/1994 - 11/17/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
PA
02/24/1993 - 06/30/1994
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
CO
02/20/1992 - 12/31/1992
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
GA
03/28/1985 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/04/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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