Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eric Berlin is a financial professional with over 10 years of experience. Michael is a Registered Representative with PFS Investments Inc. and has held positions with PRIMERICA FINANCIAL SERVICES and BERLIN LLC. Michael is registered with the following states: Connecticut, New Jersey, New York, Pennsylvania, South Carolina and Texas. Michael offers portfolio management for individuals and is registered as an Investment Advisor Representative with the state of New York.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
PFS Investments Inc. (MIDDLETOWN NY)
BC
Issued 05/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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