Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Curtis Berg is a financial advisor with over 30 years of experience in the industry. Allen is currently registered with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions, and is located in Deerfield, IL. Allen also holds a Series 7 license, which is a general securities representative examination, and is a Certified Financial Planner. Allen previously worked at a number of financial institutions, including Sussex Financial Group, Inc. and Professional Real Estate Securities Company, Inc.. Allen has worked in the financial industry since 1986. Allen specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit sharing plans.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement or flat fee
1
2
OH
02/14/2025 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
NA
10/21/1986 - 12/21/1989
SUSSEX FINANCIAL GROUP, INC.
NA
07/23/1986 - 11/11/1986
PROFESSIONAL REAL ESTATE SECURITIES COMPANY, INC.
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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