Damien F. Bertucelli, WMS | Financial Advisor
Committed to helping investors preserve and grow wealth wisely, Damien works with his clients to develop sound investment strategies and comprehensive financial plans designed to achieve unique goals.
Damien graduated with honors from the University of Florida, earning a Bachelor of Science in finance with a minor in economics. In addition, he has earned certification as a wealth management specialist.
A native of Brooklyn, New York, Damien currently resides in St. Petersburg, Florida, with his wife, Cindy and daughter, Haven Marie. He devotes his spare time to running, cycling and participating in triathlons.
Damien’s Current Registrations/Exams Passed: Series 7 and Series 66
Damien’s Active State Registrations are:
| Alabama | Arizona | Arkansas | California |
| Colorado | Connecticut | Delaware | District of Columbia |
| Florida | Georgia | Illinois | Kentucky |
| Maine | Maryland | Massachusetts | Michigan |
| Minnesota | Missouri | New Jersey | New Mexico |
| New York | North Carolina | Ohio | Pennsylvania |
| South Carolina | Virginia | Washington |
Self Regulatory Organizations:
| American Stock Exchange – General Securities Representative
| FINRA – General Securities Representative
| New York Exchange – General Securities Representative
| Chicago Board Options – General Securities Representative
| Florida – Investment Advisor Representative
| Philadelphia Exchange – General Securities Representative
| NASDAQ Stock Market – General Securities Representative.
