Unclaimed
Desiree Berger is a financial professional with over 6 years of experience in the industry. Desiree is registered with National Financial Services LLC and Digital Brokerage Services LLC. Desiree holds Series 6, 7, 9, 10, 63, and SIE licenses. Desiree has been registered in 53 states and is currently active in all states.
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.
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.
1
2
MA
01/24/2022 - Present
National Financial Services LLC (BOSTON MA)
IL
10/29/2015 - 01/10/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 07/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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