Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene Berg is a financial advisor at LPL Financial LLC, working from the San Diego, CA office. Eugene has been in the financial services industry for over 20 years, beginning their career in 2001 with TD Waterhouse Investor Services, Inc. Eugene is licensed in California and holds the Series 7, 79TO, 99TO, 63, 66, and 24 licenses. Eugene is an experienced financial advisor with extensive knowledge and expertise in a variety of investment products and services, including financial planning, portfolio management, and pension consulting. Eugene is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
02/24/2015 - Present
LPL Financial LLC (SAN DIEGO CA)
NE
04/20/2001 - 02/09/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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