Unclaimed
Bergouhy Rose Campbell is a financial advisor who has been in the industry since 1990. Bergouhy is currently registered with PFS Investments Inc. and is located in Cornelius, NC. Previously, Bergouhy worked at several firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Bergouhy holds Series 65, Series 63, Series 7, Series 1 and SIE licenses. Bergouhy's specializations include investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
03/24/2022 - Present
PFS Investments Inc. (CORNELIUS NC)
NJ
07/19/2017 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (MOORESTOWN NJ)
NJ
12/11/2015 - 07/12/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NJ
01/24/2013 - 12/14/2015
PFS INVESTMENTS INC. (EAST WINDSOR NJ)
NJ
07/16/2010 - 01/05/2011
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)
NJ
12/15/2005 - 04/27/2010
PFS INVESTMENTS INC. (EAST WINDSOR NJ)
NJ
07/19/1999 - 12/31/2003
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NH
03/18/1994 - 12/31/1997
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
05/03/1990 - 07/02/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/18/1980 - 07/02/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
03/18/1980 - 09/19/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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