black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

JOSEPH BERKERY

PRODUCER NON-RESIDENT

License Number:
PRN243844
Status:
First Licensure:
12/19/2014
Cancel Date:
None

Mailing:
SUMMIT, NJ 07901
Phone:
+1 (732) 936-3234
Fax:
+1 (855) 297-9055
Email:
joseph.berkery@ubs.com

History

License Type Start Date End Date
PRODUCER NON-RESIDENT 12/19/2014

Agency

Name Issue Date License Number Expiration Date Cancel Date
MERRILL LYNCH LIFE AGENCY INC
01/13/2015 AGN47860 05/11/2019
UBS FINANCIAL SERVICES INSURANCE AGENCY INC
05/08/2019 AGN44426

Employer

Name Issue Date License Number Expiration Date Cancel Date
ATHENE ANNUITY AND LIFE COMPANY
10/09/2023 LHF64369
NATIONWIDE LIFE INSURANCE COMPANY
05/20/2015 LHF29
TRANSAMERICA LIFE INSURANCE COMPANY
01/08/2015 LHF726 10/30/2020

Authority

Description Issue Date Termination Date Status
HEALTH 12/19/2014 Active
LIFE 12/19/2014 Active
VARIABLE CONTRACTS 12/19/2014 Active

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
1979414

Other Addresses

Address Type
UBS FINANCIAL SERVICES INC
331 NEWMAN SPRINGS RD
RED BANK, NJ 07701-5688
Office

An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.

Date: 05/14/2025 05:16:53 AM