Beverly Fischetti is a CFP-designated registered investment advisor, based in Kensington, MD, with 43 years of industry experience.
Location
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Beverly is the Chief Planner at Delta Financial Advisors Inc, dedicating nearly full-time hours to financial planning and investment management. She also works as an insurance agent for The National Benefits Corporation and through Beverly A Fischetti, and owns Beverly A Fischetti CPA providing tax preparation services.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Delta Financial Advisors, INC
Previous Registrations
Beacon Global Advisor Network, LLC
American Portfolios Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations27 states
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