Shannon L Bereza is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with NICOLET WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| NICOLET WEALTH MANAGEMENT | 2026-08-03 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-10-07 | 2026-07-27 | — |