Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Berg is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jeffrey has been in the industry since January 15, 2013, and has worked with several other firms previously. He currently has a Series 7, Series 63 and Series 65 license and holds several registrations in multiple states. Jeffrey is also registered with FINRA and has served several other firms in multiple states. Jeffrey provides a broad range of advisory services including financial planning and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
1
2
CO
10/27/2023 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
08/14/2015 - 04/08/2019
BANCWEST INVESTMENT SERVICES, INC. (LONGMONT CO)
CO
04/30/2014 - 08/12/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (LOVELAND CO)
CO
01/28/2013 - 04/30/2014
MONEY CONCEPTS CAPITAL CORP (LOVELAND CO)
BC
Issued 04/20/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Berg is the right advisor for you? Invested Better is here to help.
