Unclaimed
Michael Bergin is a financial advisor with over 30 years of experience in the industry. Michael is registered with Cetera Investment Advisers LLC, a firm with a strong reputation for providing comprehensive financial advice and services to individuals and families. Michael offers a range of services, including financial planning, investment management, and retirement planning. He is committed to providing personalized guidance and helping clients achieve their financial goals.
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.
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2
NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (Eatontown NJ)
NJ
02/25/2015 - 07/06/2022
NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)
NJ
04/22/2015 - 12/04/2015
VFINANCE INVESTMENTS, INC (EATONTOWN NJ)
NJ
02/27/2006 - 12/15/2014
J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)
TX
06/27/2005 - 02/27/2006
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
09/19/2000 - 06/16/2005
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
10/12/1998 - 09/20/2000
THE AGEAN GROUP, INC (BOCA RATON FL)
NY
09/25/1985 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
BOTH
Issued 9/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/31/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/2/1989
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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