Basil D. Herzstein,  CFP<sup>&reg;</sup> - Financial Advisor

Basil D. Herzstein, CFP®

751 Rockville Pike, Ste 4A
Rockville, MD 20852-1181
(301) 251-1400

General

Basil Herzstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Rockville, MD and the surrounding communities.

Financial Advisor Experience

I have over 35 years of experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MD, VA, DC, FL, PA, NC, OK,NY, WV
  • Health/disability insurance: MD, VA, DC, FL,PA,NC, OK,NY, WV
  • Fixed annuities: MD, VA, DC, FL, PA, NC, OK,NY, WV
  • Variable annuities: MD, VA, DC, FL, PA, NC, OK, NY,WV

Broker-Dealer Affiliation

AXA Advisors, LLC

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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