Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bert? Claim Your ProfileBert Goldberg is a financial advisor registered with Lifemark Securities Corp.. Bert has been in the securities industry since March 17, 1981. Bert holds licenses in Arizona and Texas. Bert has experience with Lifemark Securities Corp., Brookstone Securities, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., VeraVest Investments, Inc. and Allmerica Investments, Inc.. In addition to providing investment advice, Bert is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your 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.
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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2
AZ
11/14/2024 - Present
Lifemark Securities Corp. (Chandler AZ)
FL
01/16/2007 - 01/30/2007
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
AZ
10/31/2005 - 01/19/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
01/02/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
05/31/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MA
03/05/1981 - 05/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 03/20/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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