Deanna Tomasetti

from Burt Wealth Advisors
SEC regulated
Regulated Investment Advisor
Deanna Tomasetti is a financial advisor based in Maryland, North Bethesda, with 25 years of experience. Deanna currently works for Burt Wealth Advisors. Deanna maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Deanna Tomasetti works at Burt Wealth Advisors
Burt Wealth Advisors is a financial advisory firm based in North Bethesda, Maryland. It currently has approximately $739,330,968 of assets under management and employs about 14 people. Burt Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
6116 Executive Blvd, Suite 500, North Bethesda, Maryland, 20852

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