Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berkeley? Claim Your ProfileBerkeley George Harrison is a financial advisor with Sterling Financial Group, Inc. Berkeley has been in the financial services industry since 2014. He has a Series 63, Series 7, Series 24, Series 31 and SIE licenses and is registered in California. Berkeley holds the Chartered Financial Analyst designation. Sterling Financial Group, Inc. provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/09/2021 - Present
Sterling Financial Group, Inc. (PASADENA CA)
CA
03/19/2020 - 12/12/2022
LPL FINANCIAL LLC (PASADENA CA)
CA
03/31/2017 - 05/07/2019
CITI PRIVATE ADVISORY, LLC (Los Angeles CA)
CA
10/02/2014 - 05/07/2019
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
12/21/2001 - 09/13/2002
CALIFORNIA COMMERCE BANC SECURITIES, INC. (LOS ANGELES CA)
CA
04/20/2000 - 01/17/2002
STERN FISHER EDWARDS INC (LOS ANGELES CA)
NY
10/15/1998 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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