Norman Berman, financial advisor Portage IN

Norman Berman

CRD Number: 2189160
Current Firm: Fifth Third Securities, Inc.

Norman Berman (CRD# 2189160) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, IN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Crown Point, IL Jun 2008 - Current 15
Fifth Third Securities Crown Point, IL Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Norman B. Berman
Phone Number: 888-889-1025
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,311
    MILLIONS
  • Total Number of Accounts
    41,519
    ACCOUNTS
  • Average Account Value
    $176,089
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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