Peter Berlin, CRPC®

Wealth Advisor at Claritas Financial Partners
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Experience

  • Claritas Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Nov 2020 - Present

      With more than 30 years of experience, I am dedicated to putting my clients’ interest first. I offer comprehensive financial advice and a broad range of solutions to help his clients pursue their short and long-term life and financial goals. With more than 30 years of experience, I am dedicated to putting my clients’ interest first. I offer comprehensive financial advice and a broad range of solutions to help his clients pursue their short and long-term life and financial goals.

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Financial Advisor
      • Oct 2010 - Nov 2020

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Financial Advisor
      • Sep 2007 - Oct 2010

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Financial Advisor
      • Nov 2003 - Sep 2007

  • American Express Financial Advisors
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2002 - Nov 2003

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Nov 1987 - Feb 2002

Education

  • Cornell University
    1982 - 1984
  • Stony Brook University
    Bachelor of Arts (B.A.)
    1978 - 1982
  • Wheatley
    1974 - 1978

Community

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