Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Berman is a financial advisor registered with Cetera Investment Advisers LLC. Martin has been in the financial services industry for 29 years. Martin has offices in Los Angeles, CA and is registered with the state of California. Martin Berman's firm Cetera Investment Advisers LLC manages over $104 billion in assets. The firm serves individuals, corporations, high net worth individuals, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Cetera Investment Advisers LLC provides financial planning, portfolio management, pension consulting, selection of other advisors, educational seminars, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (Los Angeles CA)
CA
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOS ANGELES CA)
CA
01/24/1994 - 05/30/2008
FFP SECURITIES, INC. (LOS ANGELES CA)
CA
12/15/1993 - 01/27/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Martin Berman is the right advisor for you? Invested Better is here to help.
