Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Berger is a financial advisor who has been in the industry since 2001. Jeffrey is currently registered with Osaic Wealth, Inc. and has prior experience with UBS Financial Services Inc., NATCITY INVESTMENTS, INC. and McDonald Investments Inc. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management 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.
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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2
OH
01/07/2022 - Present
Osaic Wealth, Inc. (ORANGE VILLAGE OH)
OH
11/13/2007 - 01/03/2022
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
OH
03/29/2007 - 09/24/2007
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/28/2002 - 04/03/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MI
07/28/2000 - 06/15/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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