| Advisor Profile |
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Business Description |
| Oakhurst Wealth Management is focused on helping clients plan for a successful retirement.The firm is dedicated to delivering a customized plan based on clients goals. We are focused on being an advocate for clients and not just a product distributor. Educating our clients is the corenerstone of our philosophy. |
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General Information |
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| Name of Broker/Dealer: |
VSR Financial Services
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| States Licensed in: |
NJ, PA
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
1
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| Work Experience: |
Prior to establishing Oakhurst Wealth Management LLC, Peter was responsible for the Recruitment and Training of Financial Services Associates at Prudential Financial. He developed their skills and provided education around financial concepts. Prior to joining Prudential he worked as a Financial Advisor with Wachovia Securities and predecessor First Union for nine years where he managed client portfolios again utilizing a holistic financial planning style. He coordinated discussion groups among advisors to share ideas and Best Practices. He also trained and developed Financial Specialists at the branch level. Prior to Wachovia Securities, he held positions with JP Morgan as a Trust Tax Administrator and Securities Specialist.
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| I work with the following types of clients: |
Individual Investors, Businesses
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Education |
| Academic Background |
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| Bachelors in Accounting - Rutgers University |
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Services |
| Investment Types: |
Stocks, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Masters in Financial Services (MSFS)
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| Securities Licenses: |
Series 63, Series 7, Series 26, Series 65
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| Insurance and Annuity Licenses: |
Annuity, Disability, Long Term Care, Life
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| Non-Financial Organization Memberships: |
Chamber of Commerce Southern New Jersey Rutgers Alumni Association Saint Joseph's Alumni Association
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Peter Sciortino |
| Most Recent Update: |
12/01/2008 |
Frequently Asked Questions |
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