Aaron Joseph Bert

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 09/2022
  Transam Securities, Inc.
  Altamonte Springs, FL
• 01/2011 → 09/2022
  Transam Securities, Inc.
  Altamonte Springs, FL
• 01/2011 → 07/2019
  Maitland Securities, Inc.
  Altamonte Springs, FL
• 01/2011 → 09/2019
  Maitland Securities, Inc.
  Altamonte Springs, FL
• 09/2011 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 12/2011 → 07/2019
  Maitland Securities, Inc.
  Altamonte Springs, FL
• 03/2013 → Present
  Certified Financial Group, Inc.
  Altamonte Springs, FL
• 06/2013 → Present
  Certified Insurance Corp
  Altamonte Springs, FL
• 09/2017 → Present
  Certified Insurance Corp
  Altamonte Springs, FL
• 03/2021 → Present
  Fortune Financial Services
  Monaca, PA

Other Businesses

1. RIA - Certified Advisory Corp - advisor, paraplanner, money manager, principal since 08/31/2008 agent - 2. Certified Insurance Corp - rep is agent and President. 3. Certified Financial Group - President

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-06-10

Designations

• Certified Financial Planner