Michael Berger (CRD# 2708511) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 21 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Optas, LLC | San Francisco, CA | May 2019 - Current | 5 |
Wells Fargo Clearing Services, LLC | San Francisco, CA | Nov 2016 - May 2019 | 2 |
Wells Fargo Advisors LLC | San Francisco, CA | Jun 2010 - Nov 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- CA
- TX
-
Total Assets Under Management634MILLIONS
-
Total Number of Accounts602ACCOUNTS
-
Average Account Value$1,052,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NH, NY, TX
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