Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 29 years of experience in the finance industry. Christine Berberich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Sorrento Pacific Financial, LLC | West Chester, PA | Jul 2009 - Current | 14 |
Financial Independance Inc. | West Chester, PA | Oct 1998 - Current | 25 |
Self | West Chester, PA | May 1994 - Current | 30 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1994 |
S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- OH
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Total Assets Under Management193MILLIONS
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Total Number of Accounts876ACCOUNTS
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Average Account Value$219,757
- 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)
- Educational seminars/workshops
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