William BerlinCRD Number: 3129851
Current Firm: Beard Investment Services, Inc.
William Berlin (CRD# 3129851) is an Investment Advisor Representative working at Beard Investment Services, Inc. in Youngstown, OH and has over 18 years of experience in the finance industry.
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Ameriprise Financial Services, Inc.
|Beard Investment Services, Inc.||Youngstowh, OH||Feb 2002 - Current||15|
|Beard Financial Services, Inc.||Youngstown, OH||Feb 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
Total Assets Under Management190MILLIONS
Total Number of Accounts548ACCOUNTS
Average Account Value$346,127
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, MD, MI, OH, PA, TX