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Felton L. Berrios

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CRD#: 1807561
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Felton Lizardo Berrios, who also goes by Felton L Berrios, Felton Berrios, was a registered financial professional .

Felton is a previously registered financial professional and started their career in finance in 1988. Felton had worked at 8 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Felton L Berrios | Felton Berrios

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 4, 1996 - July 15, 1997

GRIFFIN FINANCIAL SERVICES

BD
CRD#: 10823
Past

July 11, 1994 - October 28, 1996

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

May 23, 1994 - July 24, 1994

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

January 18, 1994 - April 18, 1994

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

November 19, 1993 - January 19, 1994

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

October 2, 1992 - November 19, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

May 17, 1991 - September 21, 1992

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

December 4, 1989 - May 22, 1991

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

June 8, 1988 - April 19, 1989

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GF
GRIFFIN FINANCIAL SERVICES
DISCOUNT INVESTMENTS OF AMERICA, INC. | GRIFFIN FINANCIAL SERVICES, INC. | GRIFFIN FINANCIAL SERVICES

CRD#: 10823 / SEC#: , 8-28223

BD
Terminated by SEC on 05/04/1999
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 07/05/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GRIFFIN FINANCIAL SERVICES

CRD#: 10823

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