Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony Bertolini is a financial advisor who has been working in the industry since 2016. He is currently registered with LPL Financial LLC in Westfield, NJ. John Anthony Bertolini has also previously worked with OSAIC WEALTH, INC. and PRUCO SECURITIES, LLC.. John Anthony Bertolini holds Series 6, Series 63, Series 65 and SIE licenses. He is a registered investment advisor and a registered representative in New Jersey. John Anthony Bertolini provides a variety of financial services, including financial planning, portfolio management, consulting, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/01/2024 - Present
LPL Financial LLC (WESTFIELD NJ)
NJ
02/26/2018 - 07/03/2024
OSAIC WEALTH, INC. (WESTFIELD NJ)
NJ
05/11/2016 - 02/09/2018
PRUCO SECURITIES, LLC. (WARREN NJ)
IA
Issued 03/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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