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Norman Barry Berman

Fifth Third Securities, Inc.

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About Norman Barry Berman

Norman Berman is a financial advisor with Fifth Third Securities, Inc. Norman has been a registered representative since 1991. Norman has experience in providing financial advice to individuals, businesses, and retirement plans. Norman's current office is located at 2655 Willowcreek Rd in Portage, IN.

Firm Information

Norman Berman is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

2655 WILLOWCREEK RD

PORTAGE, IN 46368

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Norman Berman’s Registration & Firm History

IN

07/09/2012 - Present

Fifth Third Securities, Inc. (PORTAGE IN)

IN

07/06/2005 - 05/19/2008

CHASE INVESTMENT SERVICES CORP. (WHITING IN)

IL

01/02/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NJ

12/09/1991 - 02/09/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 7/6/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 6/9/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/24/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norman Barry Berman.
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