Michael Stephen Berzovich

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → Present
  Ind Agent
  Orlando, FL
• 10/2007 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2015 → Present
  Us Employee Benefits Services Group, Llc
  Winter Springs, FL
• 01/1998 → Present
  Retirement Planning Associates
  Winter Springs, FL
• 01/1998 → Present
  Bencor, Inc.
  Winter Springs, FL
• 11/2021 → 02/2024
  Lake Mary Glbpa Inc.
  Lake Mary, FL

Previous Registrations

• 2004-07-07 → 2007-10-08
  Voya Financial Partners, Llc
  Winter Springs, FL
  Winter Springs, FL
• 2003-04-03 → 2004-07-08
  Voya Financial Advisors, Inc.
  Longwood, FL

Other Businesses

1)RETIREMENT PLANNING ASSOCIATES / Daybright Financial - 1052 WILLA SPRINGS, WINTER SPRINGS, FL; START 1998; AGENT;SELLS INSURANCE AND INVESTMENT PRODUCTS; 120HRS/MONTH &DURING TRADING; , IR. 2) BENCOR, INC 1052 WILLA SPRINGS, WINTER SPRINGS, FL ; START 1998;REPRESENTATIVE INDEPENDENT AGENCY PROVIDING TAX QUALIFIED, DEFINED CONTRIBUTION RETIREMENT PLANS 120HRS/MONTH &DURING TRADING; IR; 3)U S EMPLOYEE BENEFITS SERVICES GROUP, LLC, 1052 WILLA SPRINGS DRIVE, WINTER SPRINGS, FL 32708; AGENT; START DATE: 1/1/2015; NATURE OF BUSINESS: UMBRELLA COMPANY FOR USRP BENEFITS GROUP - INSURANCE, BENEFITS ADMINISTRATOR AND INVESTMENTS; IR; APPROX NO. HRS./MOS. DEVOTED TO THIS BUS: 0; APPROX. NO. HRS./MOS. DEVOTED TO THIS BUS DURING TRADING HRS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-11
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Designations

• Certified Financial Planner