Unclaimed
Gary Berkley is a registered representative at Fidelity Brokerage Services LLC, with over 30 years of experience in the financial services industry. Gary holds the Series 7, Series 63, and Series 7TO licenses. Gary is licensed in 53 states and the District of Columbia. Gary is also a registered representative of FINRA.
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
MA
06/07/2024 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
ME
11/15/1993 - 08/02/1995
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
BC
Issued 06/21/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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