Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Marcela Berman is a financial advisor with Empower Financial Services, Inc. Claudia is a registered representative of the firm in Illinois, Indiana and Wisconsin. Claudia began her career in the financial industry in 2004 and has been with Empower since 2019. Claudia holds the Series 6, 63 and SIE securities licenses.
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.
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.
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2
WI
01/15/2019 - Present
Empower Financial Services, Inc. (Milwaukee WI)
MA
05/21/2004 - 08/19/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 11/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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