Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Berzovich is a financial advisor with Planmember Securities Corp. Michael has over 23 years of experience in the financial services industry. Michael is a Certified Financial Planner. Michael has a Series 7, Series 31, Series 63, and Series 65 license. Michael is registered with the state of Florida and Texas. Michael has previously worked with ING Financial Advisers, LLC, ING Financial Partners, Inc., Planmember Securities Corporation, and UBS PaineWebber Inc..
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
08/21/2023 - Present
Planmember Securities Corp. (WINTER SPRINGS FL)
FL
06/30/2004 - 10/08/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
CT
02/28/2003 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
11/26/2001 - 02/13/2003
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NJ
05/28/1999 - 11/26/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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