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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Steven Bergner is an investment advisor representative with Scf Investment Advisors, Inc., with over 29 years of experience in the financial industry. Jerrold Steven Bergner is also a licensed insurance agent and a life coach. Jerrold Steven Bergner has a broad range of experience, including working with both individuals and businesses. Jerrold Steven Bergner offers a variety of services, including financial planning, portfolio management, and educational seminars. Jerrold Steven Bergner holds a Series 7, Series 31, Series 63, Series 65 and Series 66 licenses. Jerrold Steven Bergner is a member of the American Financial Education Alliance and serves as chapter president. Jerrold Steven Bergner is also a trustee and guardian for his brother.
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
CA
12/07/2015 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
NC
07/14/2000 - 09/29/2015
EDWARD JONES (CHAPEL HILL NC)
MO
10/01/1999 - 07/19/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/11/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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