Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you D? Claim Your ProfileD William Bergner is a financial advisor with WMG Financial Advisors, LLC and has been in the industry since 1991. D William Bergner is a CERTIFIED FINANCIAL PLANNER™ professional. D William Bergner is registered to provide investment advisory services in Florida, Georgia and Tennessee. D William Bergner previously worked at Concourse Financial Group Securities, Inc. and Lincoln Financial Securities Corporation.
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.
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.
Consulting
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
TN
01/01/2025 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
12/08/2017 - 06/21/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (KNOXVILLE TN)
TN
09/11/2002 - 12/21/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
MA
05/28/1991 - 08/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/28/1991 - 08/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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