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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Bercaw is a financial advisor with Ameriprise Financial Services, LLC, a firm headquartered in Minneapolis, Minnesota. Jeffrey is a registered representative and investment advisor in North Carolina and 11 other states. Jeffrey’s investment experience began in May 2013. Ameriprise Financial Services, LLC, manages more than $479 billion in assets for approximately 2.3 million accounts. The firm provides financial planning and other advisory services to a wide range of client types, including individuals, businesses, trusts and estates, pension plans, and charitable organizations.
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.
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NC
11/12/2021 - Present
Ameriprise Financial Services, LLC (GREENSBORO NC)
NC
05/29/2013 - 11/15/2021
EDWARD JONES (SUMMERFIELD NC)
BOTH
Issued 07/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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