Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald John Hertling is a financial advisor at Beacon Pointe Advisors, LLC. Donald has over 15 years of experience in the financial services industry. Donald is registered with the state of New Jersey and is a Certified Financial Planner. Donald specializes in financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. In addition to financial advisory services, Donald provides consulting services and educational seminars. Donald has a strong track record of helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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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NJ
05/06/2019 - Present
Beacon Pointe Advisors, LLC (Summitt NJ)
NJ
09/22/2005 - 02/18/2011
NFP SECURITIES, INC. (ROSELAND NJ)
NY
05/13/1997 - 12/15/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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