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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Vernon Berg is an investment advisor representative with Ameriprise Financial Services, LLC, based in Walnut Creek, CA. Gary has been in the financial services industry since 1985 and is registered to provide investment advice in 39 states. Gary previously worked for IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC.. Gary is a Series 63 and Series 65 licensed investment advisor representative and holds a Series 7 and SIE license. Gary provides financial planning services, including asset allocation, education seminars, and pension consulting. Gary also provides portfolio management services for businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/18/2014 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
MN
06/18/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/18/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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