Aaron Bert is a CFP-designated registered investment advisor, based in Altamonte Springs, FL, with 18 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1111 Douglas Avenue, Altamonte Springs, FL, 32714-2033
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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
Aaron is an advisor, paraplanner, money manager, and principal at Certified Advisory Corp since 2008. He is also a representative and President at Certified Insurance Corp and President of Certified Financial Group.
Employment History
Current Registrations
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Certified Advisory CORP
Previous Registrations
Maitland Securities, INC.Broker
Transam Securities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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