Maria Berlin, Financial Consultant
Maria T. Berlin, CISP
Certified IRA Services Professional
Maria is a Financial Consultant in the Investment Department at The Stephenson National Bank & Trust (SNBT) as well as a Financial Consultant. She is responsible for handling the entire investment process, specifically handling new account processing, client inquiries, compliance reporting, and monitoring asset transfers. She also manages customer contact and provides superior service to the Investment Center Clients.
She joined The Stephenson National Bank & Trust in 2006. Maria's experience includes several years of work with insurance and financial products.
- Certified IRA Services Professional (CISP)
- Series 6 Securities Registration (held with LPL Financial)
- Series 7 Securities Registration (held with LPL Financial)
- Fully registered and licensed for investment & insurance sales in Wisconsin
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.
maria.berlin@LPL.com | 715-735-2325
|Not FDIC Insured||No Bank Guarantee||May Lose Value||Not a Deposit|
|Not Insured by any Federal Government Agency|
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
Paul Aftanas: AZ, FL, IL, IN, MI, WI
Sam Hofer: AL, CA, CO, FL, GA, MI, WI
Maria Berlin: WI
Karen Fehrenbach: AZ, CA, FL, MI, WI