Michael
Berzovich
Planmember Securities Corporation
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About this Advisor
Michael Berzovich is a certified financial planner based in Winter Springs, Florida with a total of 16 years of industry experience. Berzovich is an employee of Planmember Securities Corporation. Over the course of their career, they have held roles at Ind Agent, Planmember Securities Corporation, Us Employee Benefits Services Group, LLC, Retirement Planning Associates, Bencor, Inc and Lake Mary Glbpa Inc. Berzovich maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Planmember Securities Corporation is a financial advisory firm based in Carpinteria, CA. The investment advisory business has offices in 350 locations and a total of 459 advisors. It has $8 billion in assets among its 67,968 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. Planmember Securities Corporation offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely are based on which service is offered. Fees billed by Planmember Securities Corporation likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Berzovich Work History
Michael has been registered as a financial advisor for 16 years.*
Lake Mary Glbpa Inc
Us Employee Benefits Services Group, LLC
Planmember Securities Corporation
Ind Agent
Retirement Planning Associates
Bencor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Berzovich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planmember Securities Corporation
Farmingville, NY
Irvington, NY
Carpinteria, CA
Mililani, HI
Carpinteria, CA
Carlsbad, CA
Horseshoe Bay, TX
Carpinteria, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
