Elizabeth C Bertelsen

Current Employers

Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2023-08-24
FL	RA	APPROVED	2019-09-04

SC RA
APPROVED

Since 2023-08-24
FL RA
APPROVED

Since 2019-09-04

Branch Locations

783 S. Orange Ave., 205, Sarasota, FL 34239 • United States

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Gf Investment Services, Llc	Sarasota	FL	06/2013	04/2019
Global Financial Private Capital, Llc	Sarasota	FL	06/2013	04/2019
Intervest International Equities Corp	Colorado Springs	CO	04/2019	07/2019
Accurate Wealth Management, Llc	Sarasota	FL	07/2019	Present

06/2013 → 04/2019

Gf Investment Services, Llc

Sarasota, FL
06/2013 → 04/2019

Global Financial Private Capital, Llc

Sarasota, FL
04/2019 → 07/2019

Intervest International Equities Corp

Colorado Springs, CO
07/2019 → Present

Accurate Wealth Management, Llc

Sarasota, FL

Previous Registrations

2019-04-22 → 2019-09-04

Intervest International, Inc.

Sarasota, FL

Colorado Springs, CO
2013-06-14 → 2019-04-23

Global Financial Private Capital, Inc.

Sarasota, FL

Sarasota, FL

Sarasota, FL
2009-01-16 → 2013-06-18

Raymond James & Associates, Inc.

Sarasota, FL
2006-02-21 → 2008-12-23

Citigroup Global Markets Inc.

Sarasota, FL

Sarasota, FL

New York, NY

Sarasota, FL
1999-06-25 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Sarasota, FL

Other Businesses

(1)OWNER/ARTIST - NON-INVESTMENT RELATED - SELL FUSED GLASS, PAINTINGS, AND JEWELRY TO SMALL BOUTIQUES, ON EBAY, ON ETSY, AND POTENTIALLY TO ART WHOLESALERS START DATE - 2007, APPROX 25 HOURS PER MONTH - O HOURS DURING SECURITIES TRADING HOURS 2) BERTELSEN ASSET MANAGEMENT, LLC - ESTABLISHED 7/10/2013. SELLING OF INSURANCE FIXED ANNUITIES.COMPENSATION IS FROM RENEWAL FEES, TRAILS AND COMMISSIONS. INSURANCE LICENSING START DATE O 2/24/2003. - SEMINARS, MARKETING AND INSURANCE SALESOF LIFE AND FIXED ANNUITIES - INVESTMENT-RELATED - SPEND 10 HOURS PER WEEKS 3) ACCURATE WEALTH MANAGEMENT; INVESTMENT RELATED; 2211 ASHLEY OAKS CIR, WESLEY CHAPEL, FL 33544; INSURANCE AGENT; ADVISOR; ADVISOR; 07/2019; 180 HOURS; 5 HOURS; INSURANCE ANNUITY PRODUCTS, PROVIDE INVESTMENT ADVICE AND FINANCIAL PLANNING SERVICES 4) VIATICAL INSURANCE / Self-Appoint as a Viatical Settlement Broker in Florida - Likely for 1 single case with Abacus / 783 S ORANGE AVE, STE. 205 SARASOTA FLORIDA 34236 / Self-Appoint as a Viatical Settlement Broker in Florida / COMMISION FROM ABACUS / Agent / February 24, 2025 / 4 hours per month / 4 hours per month during trading hours / Agent of Record.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-04-15
S63	Uniform Securities Agent State Law Examination	1994-01-21

S65 Uniform Investment Adviser Law Examination

1994-04-15
S63 Uniform Securities Agent State Law Examination

1994-01-21

Other Names

Elizabeth Cameron Bertelsen
Elizabeth C Bertelsen

View on SEC IAPD