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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Edward Berrin is a financial advisor registered with Prime Capital Financial. Stuart has been working in the financial industry for over 30 years, and has a wide range of experience in investment management, financial planning, and retirement planning. Stuart specializes in providing investment advice to individuals and families, as well as to businesses and institutions.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
NY
12/06/2024 - Present
Prime Capital Financial (NEW YORK NY)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEW YORK NY)
NJ
05/18/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (PARAMUS NJ)
NY
10/29/2010 - 04/27/2012
WALL STREET FINANCIAL GROUP, INC. (NEW YORK NY)
NY
02/22/2010 - 11/15/2010
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
FL
12/12/2005 - 02/19/2010
WALL STREET FINANCIAL GROUP, INC. (BOCA RATON FL)
NY
09/21/1993 - 12/21/2005
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
PA
01/18/1991 - 09/25/1993
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
FL
07/13/1987 - 01/28/1991
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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