Unclaimed
Benjamin Elsworth Berger is an Investment Advisor Representative at Foster Group, Inc.. Benjamin has been in the financial services industry since 2014. Benjamin's firm has offices in West Des Moines, IA. The firm provides investment advisory services to a wide range of clients, including high net worth individuals, corporations and trusts. The firm's services include financial planning, portfolio management and pension consulting. Benjamin holds a Series 65 license and is a Certified Financial Planner™.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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IA
04/21/2022 - Present
Foster Group, Inc. (WEST DES MOINES IA)
IA
Issued 04/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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