Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Herbeck is a financial advisor registered with the state of Minnesota. David is associated with Berger Financial Group in Plymouth, Minnesota. David has been working in the financial services industry for over 20 years. He has a Series 63, 65 and 7 license. David is a Chartered Financial Consultant (ChFC).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
07/31/2020 - Present
Berger Financial Group (PLYMOUTH MN)
MN
07/31/2020 - 10/20/2022
PURSHE KAPLAN STERLING INVESTMENTS (Plymouth MN)
MN
10/05/2012 - 08/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
MN
06/02/1998 - 10/15/2012
H.D. VEST INVESTMENT SERVICES (MINNEAPOLIS MN)
IA
Issued 01/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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