Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bergenn is a financial advisor associated with Kestra Advisory Services, LLC. Eric has been in the financial industry since January 25, 2014. Eric is registered to provide investment advisory services in Connecticut. Eric provides financial planning and portfolio management services to individual, business and institutional clients.
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.
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2
CT
12/08/2022 - Present
Kestra Advisory Services, LLC (West Hartford CT)
CT
10/25/2018 - 12/13/2022
MML INVESTORS SERVICES, LLC (WEST HARTFORD CT)
CT
01/24/2014 - 10/22/2018
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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