President @ Petersen Investments (March 1997 - February 2018)
Financial Advisor @ Gruntal (May 1994 - March 1997)
Bert Riley Education
Marist University
Bachelor of Science (BS) (Finance and Financial Management Services)
Red Bank Catholic
Activities and societies: Wrestling
Bert Riley Skills
Alternative Investments
Asset Allocation
Asset Management
Equities
FINRA
Financial Services
Fixed Income
Hedge Funds
IRAs
Investment Advisory
Investments
Management
Mutual Funds
Portfolio Management
Profit Sharing
Retirement Plan Consulting
Retirement Planning
Securities
Series 24
Series 4
Series 63
Series 65
Series 7
Strategic Planning
Trading
Uniform Combined State Law
Bert Riley Summary
Bert Riley, based in Little Silver, NJ, US, is currently a Chief Executive Officer at Petersen Advisors. Bert Riley brings experience from previous roles at Petersen Investments and Gruntal. Bert Riley holds a Bachelor of Science (BS) in Finance and Financial Management Services @ Marist University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, FINRA and more. Bert Riley has 1 mobile phone numbers on RocketReach.
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