Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Berman has been in the financial services industry since February 6, 1995. Mitchell is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2023. Mitchell has held previous positions at LPL FINANCIAL LLC, THE HUNTINGTON INVESTMENT COMPANY, and ALLSTATE FINANCIAL SERVICES, LLC. Mitchell is a licensed investment advisor representative in Ohio. Mitchell specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Mitchell is a member of the board for Deepwood Industries, which provides work services for developmentally disabled individuals. Mitchell chairs the Long-Term Planning Committee at Deepwood Industries.
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.
1
2
OH
08/23/2023 - Present
Cetera Investment Advisers LLC (BEACHWOOD OH)
OH
05/05/2022 - 07/27/2023
LPL FINANCIAL LLC (MENTOR OH)
OH
03/04/2015 - 05/02/2022
THE HUNTINGTON INVESTMENT COMPANY (PEPPER PIKE OH)
OH
10/13/2011 - 02/20/2015
LPL FINANCIAL LLC (CLEVELAND OH)
OH
08/26/2010 - 08/29/2011
ALLSTATE FINANCIAL SERVICES, LLC (MENTOR OH)
NY
11/03/2009 - 08/25/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NJ
01/11/2007 - 11/20/2007
ADP BROKER-DEALER, INC. (ROSELAND NJ)
OH
08/28/2006 - 01/12/2007
VALMARK SECURITIES, INC. (CLEVELAND OH)
OH
07/23/2004 - 08/14/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CLEVELAND OH)
NJ
01/23/1998 - 07/26/2004
ADP BROKER-DEALER, INC. (ROSELAND NJ)
OH
12/23/1994 - 01/16/1996
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
01/22/1986 - 02/17/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 1/10/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/5/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 12/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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