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Gary T Berkley

Fidelity Brokerage Services LLC

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About Gary T Berkley

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.

Firm Information

Gary Berkley is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Gary Berkley’s Registration & Firm History

MA

06/07/2024 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

ME

11/15/1993 - 08/02/1995

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gary T Berkley.
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