Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Berdan has been in the financial services industry since January 7, 1987. James Robert Berdan is registered with Avantax Investment Services, Inc. James Robert Berdan is licensed in Florida, Indiana, Kentucky, Michigan, and Virginia. James Robert Berdan's office is located in Sturgis, MI. James Robert Berdan holds the Series 6 and Series 63 licenses. James Robert Berdan also holds the SIE license.
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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MI
01/04/1991 - Present
Avantax Investment Services, Inc. (STURGIS MI)
TX
01/05/1987 - 12/31/1990
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 01/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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