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Joseph Obertlik is a financial advisor professional located in Pompton Plains, NJ. They specialize in financial advisory.
Joseph Obertlik - Obertlik Wealth Management Llc holds an active professional license (FINRA CRD) for your protection.
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Joseph Obertlik operates Obertlik Wealth Management LLC in Pompton Plains, New Jersey. As a financial advisor, he works with clients on wealth management matters. Obertlik holds a FINRA CRD license (number 8066790), which enables him to operate in the financial services industry under regulatory oversight. When evaluating a financial advisor, you may want to verify credentials, experience, and whether their approach aligns with your financial goals.
Obertlik's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority. This registration means he operates under FINRA's regulatory framework and must comply with industry standards and conduct rules. The CRD license allows him to provide financial advisory services while being subject to regulatory oversight and continuing education requirements. When working with a FINRA-registered advisor, you have access to regulatory protections and can verify his registration status through FINRA's public database.