Berdan Benefits. Insurance and Financial Services. |
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Mark J. Berdan is licensed in California, Arizona, Nevada, Ohio, New Jersey and Utah to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), mutual funds and retirement plans. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Mark J. Berdan may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark J.Berdan that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution (s)he represents, contact your state securities law administrator. Principal Life Insurance Company, Des Moines, IA 50392. Principal Life maintains certificates of authority to transact insurance in all 50 states. Its NAIC identification number is 61271.
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