Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Bergman is a financial advisor with over 30 years of experience in the industry. Ira is currently registered with Cetera Investment Advisers LLC and previously worked with North Ridge Securities Corp., Nationwide Securities, LLC, 1717 Capital Management Company and VeraVest Investments, Inc. Ira holds Series 6 and Series 63 licenses and the SIE. Ira specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ira is also an insurance agent and has been an advisor with North Ridge Wealth Planning LLC.
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.
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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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGDALE NY)
NY
11/18/2008 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (Melville NY)
NY
08/01/2008 - 11/21/2008
NATIONWIDE SECURITIES, LLC (HAUPPAUGE NY)
NY
01/20/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (HAUPPAUGE NY)
MA
11/20/1992 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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