Michele A. Berson
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.
Michele Ann Berson, who also goes by Michele A. Berson, Michele Ann Berson-markarian, Michele Berson Markarian, Michele Markarian, was a registered financial professional .
Michele is a previously registered financial professional and started their career in finance in 1997. Michele had worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 2, 2012 - June 6, 2026
BERSON MONEY MANAGEMENT
March 31, 2009 - April 30, 2012
CHURCHILL MANAGEMENT GROUP
May 30, 1997 - October 22, 1999
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BERSON MONEY MANAGEMENT
CRD#: 160631 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 31,476,972 |
Red Flags
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