Michael Wertheim's Location
Saint James, NY, US
Michael Wertheim's Work
- Advisor @ Kestra Financial
- Financial Advisor @ Main Street Financial Group
- SAR @ US Navy
Michael Wertheim's Education
- United State Navy
School of Hard Knocks
1993 - 1998 - Chaminade University of Honolulu
Michael Wertheim's Skills
- Financial Planners
- IRAs
- Mutual Funds
- Securities
- Financial Analysis
- Series 65
- Project Management
- Personal Finance
- Strategic Financial Planning
- Estate Planning
Michael Wertheim's Summary
Michael Wertheim, based in Saint James, NY, US, is currently a Advisor at Kestra Financial, bringing experience from previous roles at Main Street Financial Group and US Navy. Michael Wertheim holds a 1993 - 1998 School of Hard Knocks @ United State Navy. With a robust skill set that includes Financial Planners, IRAs, Mutual Funds, Securities, Financial Analysis and more, Michael Wertheim contributes valuable insights to the industry. Michael Wertheim has 4 emails on RocketReach.
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