Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berzes? Claim Your ProfileBerzes Dalal is a financial professional with over a decade of experience in the industry. Berzes has held positions at several prominent financial institutions, including Wells Fargo Prime Services, LLC and Wells Fargo Securities, LLC. Currently, Berzes is a registered representative with U.S. Bancorp Investments, Inc. and specializes in providing a range of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars. Berzes holds several industry certifications, including the Series 7, Series 24, Series 52, and Series 99 exams.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
03/26/2018 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
CA
06/15/2015 - 02/13/2018
WELLS FARGO PRIME SERVICES, LLC (SAN FRANCISCO CA)
MN
02/08/2012 - 02/13/2018
WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)
MN
09/17/2013 - 03/02/2015
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)
BC
Issued 08/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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