Richard Vertucci CRPC™
Investment Operations Analyst, Financial Advisor
858-768-0096
6 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of Focus
- Retirement Planning Strategies
- Cash Flow Management Strategies
- Retirement Income Strategies
- Investment Management
- Insurance
Qualifications
- Series 7 License
- Series 66 License
Education
- Bachelor's Degree in Communication Arts from St. John's University