Bill Berlin, Crpc®

Bill Berlin, Crpc® Email and Phone Number

Private Client Investment Consultant @ TD Ameritrade
Detroit, MI, US
Bill Berlin, Crpc®'s Location
Detroit Metropolitan Area, United States
Bill Berlin, Crpc®'s Contact Details

Bill Berlin, Crpc® personal email

Bill Berlin, Crpc® phone numbers

About Bill Berlin, Crpc®

With 20 years of industry experience and having the opportunity to work in various roles from private banker, big wire houses and RIA firms I feel TD Ameritrade is a great place to help clients with all of their investment needs.TD Ameritrade provides me with tools and resources to help clients learn to manage their portfolios, research investments, and place trades.Outside of the office I enjoy spending time with my 8 year old daughter. I also enjoy golf, CrossFit, and being on the water. If you have any questions regarding investing for your children’s college or your own retirement, don’t hesitate to reach out to me.

Bill Berlin, Crpc®'s Current Company Details
TD Ameritrade

Td Ameritrade

View
Private Client Investment Consultant
Detroit, MI, US
Employees:
5023
Bill Berlin, Crpc® Work Experience Details
  • Td Ameritrade
    Private Client Investment Consultant
    Td Ameritrade
    Detroit, Mi, Us
    View
  • Grand Blanc
    Senior Wealth Advisor
    Grand Blanc Mar 2021 - Present
  • Td Ameritrade
    Private Client Investment Consultant
    Td Ameritrade Mar 2014 - Present
    Birmingham, Michigan
    Passionate about helping people learn how to invest with confidence
    View
  • Td Ameritrade
    Branch Manager
    Td Ameritrade Oct 2018 - Jan 2021
    Grand Blanc
    View
  • Na
    Senior Wealth Advisor
    Na Jan 2021 - Mar 2021
  • Greystone Financial Group
    Investment Advisor Represntative
    Greystone Financial Group Nov 2011 - Mar 2014
  • J2 Capital Management, Llc
    Investment Advisor
    J2 Capital Management, Llc Aug 2010 - Nov 2011
    View
  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Apr 2006 - Aug 2010
    Online Trading
    View
  • Us Army
    Medical Specialist
    Us Army Sep 1988 - Sep 1992
    Desert Shield/Desert Storm
    View

Bill Berlin, Crpc® Skills

Portfolio Management Investments Wealth Management Retirement Planning Mutual Funds Finance Asset Allocation Investment Advisory Management Securities

Bill Berlin, Crpc® Education Details

  • Northwood University
    Northwood University

Frequently Asked Questions about Bill Berlin, Crpc®

What company does Bill Berlin, Crpc® work for?

Bill Berlin, Crpc® works for Td Ameritrade

What is Bill Berlin, Crpc®'s role at the current company?

Bill Berlin, Crpc®'s current role is Private Client Investment Consultant.

What is Bill Berlin, Crpc®'s email address?

Bill Berlin, Crpc®'s email address is ta****@****ail.com

What is Bill Berlin, Crpc®'s direct phone number?

Bill Berlin, Crpc®'s direct phone number is +124830*****

What schools did Bill Berlin, Crpc® attend?

Bill Berlin, Crpc® attended Northwood University.

What are some of Bill Berlin, Crpc®'s interests?

Bill Berlin, Crpc® has interest in Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts, Golf.

What skills is Bill Berlin, Crpc® known for?

Bill Berlin, Crpc® has skills like Portfolio Management, Investments, Wealth Management, Retirement Planning, Mutual Funds, Finance, Asset Allocation, Investment Advisory, Management, Securities.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.