Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Brant Berger is a financial advisor in Traverse City, MI. Jay Berger is a partner and advisor at Independent Wealth Management, LLC. He is also an IAR with Rehmann Financial Servicing. Jay Berger has been working in the financial industry since 1994. Jay Berger is registered with the following states: Florida, Indiana, and Michigan. Jay Berger is a Certified Financial Planner.
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.
Servicing fees from custodians
1
2
MI
11/12/2010 - Present
Rehmann Wealth (TRAVERSE CITY MI)
AZ
01/01/1994 - 09/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jay Berger is the right advisor for you? Invested Better is here to help.
