Unclaimed
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.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
Not sure Norman Berman is the right advisor for you? Invested Better is here to help.