Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carla? Claim Your ProfileCarla Jeanne Berger is a registered representative with PFS Investments Inc. located in San Jose, California. Carla has been in the financial industry since 2003 and has a strong track record of providing investment advice and financial planning services. Her firm specializes in providing comprehensive investment solutions to individuals, families, and businesses. With expertise in investment company products and variable contracts, Carla is dedicated to helping clients achieve their financial goals.
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.
1
2
CA
11/28/2016 - Present
PFS Investments Inc. (SAN JOSE CA)
CA
04/04/2014 - 11/10/2015
WELLS FARGO ADVISORS, LLC (MOUNTAIN VIEW CA)
CA
05/12/2011 - 03/25/2014
PFS INVESTMENTS INC. (SAN JOSE CA)
CA
10/13/2003 - 04/19/2011
PFS INVESTMENTS INC. (SAN JOSE CA)
BC
Issued 03/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Carla Berger is the right advisor for you? Invested Better is here to help.
