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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vincent Berardi is a financial advisor registered with LPL Financial LLC in Norwood, MA. Michael Berardi has been a registered representative since 2008. He holds both series 66 and series 7 licenses, and is licensed to conduct business in 16 states. Michael Berardi has been associated with LPL Financial LLC since 2008. LPL Financial LLC is a registered investment advisor based in Fort Mill, South Carolina. LPL Financial LLC offers a wide range of financial products and services, including financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory 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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MA
04/18/2022 - Present
LPL Financial LLC (NORWOOD MA)
BOTH
Issued 09/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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