Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ada Berg is a financial advisor who has been in the industry since 2000. Jennifer is currently registered with Cambridge Investment Research, Inc. and has a Series 7, Series 63 and SIE licenses. She previously worked for Transamerica Financial Advisors, Inc, Geneos Wealth Management, Inc., Royal Alliance Associates, Inc., and Sunamerica Securities, Inc. Jennifer has experience working with clients in Kansas and is currently registered in Kansas.
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.
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.
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2
IL
04/15/2016 - Present
Cambridge Investment Research, Inc. (Quincy IL)
KS
09/10/2010 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OVERLAND PARK KS)
KS
09/10/2009 - 09/01/2010
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
KS
08/19/2002 - 09/01/2009
ROYAL ALLIANCE ASSOCIATES, INC. (OVERLAND PARK KS)
AZ
05/17/2000 - 07/25/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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