Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Berkowitz is a financial advisor with over 19 years of experience in the industry. John is currently registered with Vanguard Marketing Corp. in Malvern, PA. John is also registered in Michigan and Pennsylvania as a securities professional. John has passed the Series 6, 7, 24, 26, 63, and SIE exams. John was previously registered with First Investors Corporation in Edison, NJ.
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.
1
2
PA
09/23/2004 - Present
Vanguard Marketing Corp. (MALVERN PA)
NJ
09/04/2003 - 09/27/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 09/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/22/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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