Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carri? Claim Your ProfileCarri Lynn Berger is an Investment Advisor Representative and registered representative with over 20 years of experience in the financial industry. Carri has worked with Osaic Wealth, Inc. since November of 2018. Previously, Carri worked with Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Carri holds a Series 7 and Series 63 licenses and is registered with the state of Alaska. Carri is also a registered Investment Advisor Representative. Carri's primary focus is on providing financial advice and services to individuals and businesses. Carri has a strong commitment 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
AK
11/02/2018 - Present
Osaic Wealth, Inc. (PALMER AK)
AK
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PALMER AK)
AK
09/22/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PALMER AK)
IA
Issued 10/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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