Steven M. Berkson, CFP
Berkson Asset Management, Inc.
Financial Planner in Woodland Hills, CA
Address:5550 Topanga Canyon Blvd, Ste 350
Woodland Hills, CA 91367
About Steven M. Berkson
Steven Berkson is a financial professional at Berkson Asset Management, Inc. located in Woodland Hills, California. Steven Berkson holds an industry securities registration subject to FINRA oversight having passed securities examinations including S2 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Steven Berkson provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Steven Berkson5550 Topanga Canyon Blvd, Ste 350
Woodland Hills, CA 91367
Phone Number:
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Website:
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