Michael Stephen Berzovich
Investment adviser representative at Planmember Securities Corporation
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- US Employee Benefits Services Group, LLCJan 2015 to now
- Planmember Securities CorporationOct 2007 to now
- Ind AgentFeb 2003 to now
- Bencor, Inc.Jan 1998 to now
- Retirement Planning AssociatesJan 1998 to now
- Lake Mary Glbpa Inc.Nov 2021 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3213654
- Firm CRD
- 11869