Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Berkery is a financial professional registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 7TO, 63, 66 and SIE licenses. Michael currently works for Franklin Distributors, LLC in New York, NY and has been in the industry since 2014. Previously, Michael worked for Barclays Capital Inc. and Credit Suisse Securities (USA) LLC.
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.
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.
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2
NY
05/16/2022 - Present
Franklin Distributors, LLC (New York NY)
NY
06/14/2017 - 08/29/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
CA
06/17/2014 - 07/07/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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