Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carl Berghult is a financial advisor registered with Alliancebernstein LP, with over 20 years of experience in the industry. David holds multiple licenses and registrations, including Series 31, Series 7, Series 66, Series 9 and Series 10, and is registered in multiple states. David has a strong track record in providing investment advice to a diverse range of clients, including high-net-worth individuals, institutions, and corporations. David specializes in providing comprehensive financial planning, portfolio management, and asset allocation services. He is committed to delivering personalized solutions tailored to meet the specific needs of each client.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
02/05/2014 - Present
Alliancebernstein LP (MINNEAPOLIS MN)
BOTH
Issued 07/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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