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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 Bergerson is a financial advisor with over 15 years of experience in the financial industry. Jeffrey is a registered representative with Cetera Investment Advisers LLC, a full-service brokerage and investment advisory firm, and is licensed in 7 states. His expertise is in financial planning, investment management and insurance. Jeffrey is a member of the National Association of Personal Financial Advisors (NAPFA) and has earned the Certified Financial Planner (CFP®) designation. He specializes in providing financial advice to individuals, families, and small 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.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ST PAUL MN)
MN
07/21/2008 - 08/29/2011
CRI SECURITIES, LLC (ST PAUL MN)
MN
07/21/2008 - 08/29/2011
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BOTH
Issued 8/6/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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