Michele A. Berson
Professional summary
Michele Ann Berson, who also goes by Michele A. Berson, Michele Ann Berson-markarian, Michele Berson Markarian, Michele Markarian, is a registered financial advisor currently at BERSON MONEY MANAGEMENT located in Santa Rosa, California.
Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michele has 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) - RIA
Click below to view Michele Ann Berson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2012 - Present
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.
Highlighted states indicate IAR registrations
(5/2/2012)
(1/27/2022)
Exams
Current Firm
BERSON MONEY MANAGEMENT
CRD#: 160631 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 30,992,225 |
Red Flags
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