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Judith Bershok

Vanguard Marketing Corp.

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About Judith Bershok

Judith Bershok is a financial advisor with Vanguard Marketing Corp. Judith is registered with FINRA and is active in 53 states. Judith has been in the financial services industry since 2003. Judith has held previous roles with Mutual of America Securities LLC, Mutual of America Life Insurance Company, and MFS Fund Distributors, Inc.

Firm Information

Judith Bershok is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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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Judith Bershok’s Registration & Firm History

AZ

09/16/2016 - Present

Vanguard Marketing Corp. (SCOTTSDALE AZ)

AZ

06/18/2007 - 11/07/2014

MUTUAL OF AMERICA SECURITIES LLC (PHOENIX AZ)

AZ

09/13/2006 - 11/07/2014

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PHOENIX AZ)

AZ

03/17/2003 - 09/01/2006

MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Judith Bershok. Review regulatory record here.
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