Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in State College
New
John Berko
Financial advisor at MML Investors Services
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office3949 South Atherton Street, State College, PA 16801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Aug 2026 – nowMML Investors Services, LLCCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call MML Investors Services at (413) 226-0000 and ask for John Berko. John works from the State College, PA office.
How long has John been a financial advisor?
John is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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