Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond Bergerson is a financial advisor at Edward Jones with over 10 years of experience in the financial services industry. David has a strong background in investment management and financial planning. David is committed to providing personalized financial advice and helping clients reach their financial goals. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 63, Series 65, and Series 7TO license.
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.
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.
See schedule d - miscellaneous
1
2
NY
01/20/2023 - Present
Edward Jones (Carmel NY)
NY
01/11/2019 - 01/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/12/2015 - 05/23/2016
IRC SECURITIES LLC (NEW YORK NY)
NY
09/04/2009 - 02/16/2010
FAIRVIEW SECURITIES, INC. (MAHOPAC NY)
NY
08/20/2008 - 07/07/2009
SIXPOINT PARTNERS LLC (NEW YORK NY)
NY
01/01/2007 - 12/18/2007
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Bergerson is the right advisor for you? Invested Better is here to help.
