Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bergmann is a financial advisor at Key Investment Services LLC, a firm that manages over $1 billion in assets. Michael has over 8 years of experience in the financial industry and specializes in individual portfolio management and the selection of other advisors. Michael is registered in Connecticut and holds the Series 6, Series 63, and SIE licenses. Before joining Key Investment Services LLC, Michael worked at J.P. Morgan Securities LLC for 8 years.
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.
Helps you choose top advisors aligned with your 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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CT
03/28/2023 - Present
KEY Investment Services LLC (Shelton CT)
CT
08/22/2014 - 11/01/2022
J.P. MORGAN SECURITIES LLC (DARIEN CT)
BC
Issued 10/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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