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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 Berg is an Investment Advisor Representative with LPL Financial LLC. Jeffrey has over 40 years of experience in the financial industry. Before joining LPL Financial LLC, Jeffrey worked at National Planning Corporation, VOYA FINANCIAL ADVISORS, INC., MANEQUITY, INC., ROYAL ALLIANCE ASSOCIATES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Jeffrey holds licenses in both the Broker-Dealer and Investment Adviser categories. Jeffrey has also passed exams for the Series 65, Series 63, Series 24, and Series 7TO. Jeffrey is a Chartered Financial Consultant.
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.
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2
MN
11/29/2017 - Present
LPL Financial LLC (EDEN PRAIRIE MN)
MN
04/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (EDINA MN)
MN
02/10/1995 - 04/22/2016
VOYA FINANCIAL ADVISORS, INC. (EDINA MN)
MA
10/02/1990 - 12/02/1996
MANEQUITY, INC. (BOSTON MA)
AZ
11/19/1989 - 02/09/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/23/1981 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/07/1971 - 09/19/1981
NWNL MANAGEMENT CORPORATION
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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