Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lonny Berling is a registered investment advisor representative with MML Investors Services, LLC. Michael has been in the industry since October 3, 1996. Michael is currently licensed to provide investment advice in 21 states and has held licenses to provide advice and securities services in several other states. Michael has passed the Series 63, Series 65, Series 7, and SIE exams. Michael is also a managing partner/owner of Berling & Associates.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
05/05/2017 - Present
MML Investors Services, LLC (NEW LONDON CT)
CT
05/10/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW LONDON CT)
CT
05/10/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW LONDON CT)
MN
10/04/1996 - 05/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1996 - 05/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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