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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Berkhoff is a financial professional with over 15 years of experience in the industry. John Michael is currently registered with Planmember Securities Corp. and has a strong track record of providing financial advice and investment management services to a wide range of clients, including individuals, businesses, and charitable organizations. John Michael holds several industry licenses, including Series 6, Series 63, and Series 65. John Michael is dedicated to helping clients achieve their financial goals and providing them with personalized advice and guidance. John Michael is also an owner/operator of VEGAS VALLEY INSURANCE & FINANCIAL SVCS LLC and BMS Financial, Insurance & Tax Services LLC, offering insurance and tax preparation services. John Michael is committed to providing exceptional service and building long-term relationships with clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/29/2015 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NV
05/14/2007 - 04/24/2015
HORACE MANN INVESTORS, INC. (LAS VEGAS NV)
IA
Issued 09/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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