Brian E Hertzberg

Current Employers

Employment History

• 05/2017 → 01/2018
  Mickool, Inc.
  Tampa, FL
• 08/2017 → 01/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2017 → 05/2017
  Murphy Business And Valuations
  Clearwater, FL
• 01/2010 → 03/2017
  Ames Financial Services
  Wrentham, MA
• 03/2018 → 05/2020
  Pruco Securities, Llc
  Tampa, FL
• 01/2018 → 03/2018
  Unemployed
  Tampa, FL
• 03/2018 → 05/2020
  The Prudential Insurance Company Of America
  Tampa, FL
• 05/2020 → 07/2022
  Ames Financial Services
  Wrentham, MA
• 05/2020 → 07/2022
  Commonwealth Financial Network
  Waltham, MA
• 07/2022 → Present
  Ames Financial Services
  Wrentham, MA
• 07/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales, as an Agent, under the name 'Ames Financial Services'; As of 06/17/20; 10% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner, BHertz HoldCo LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Franklin, MA 02038; as of 1/01/2025; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-19
• S63 Uniform Securities Agent State Law Examination
  2017-10-14

Other Names

• Brian Hertzberg
• Brian E Hertzberg