Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Berson is an Investment Advisor Representative associated with Cumberland Advisors. David is registered with the state of South Carolina and has been in the industry since June 2012. David has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. David has previous experience with Nationwide Insurance.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services for governmental clients
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.
Model delivery fees
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2
SC
02/07/2023 - Present
Cumberland Advisors (Kiawah Island SC)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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