Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Berkowitz is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Devin is a registered investment advisor in California and Texas. Devin has been in the industry for several years and has experience in financial planning, portfolio management, and education seminars. Devin has a broad range of experience working with clients, from individuals to corporations. Devin is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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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2
CA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
TX
07/04/2022 - 11/03/2023
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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