Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Lori Berglund is a financial advisor with Principle Wealth. She is a registered investment advisor in Connecticut. June has experience in the financial services industry and has held positions at Janney Montgomery Scott LLC and Securian Financial Services, Inc. June has passed the Series 7TO, Series 66, and SIE exams.
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.
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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CT
05/09/2023 - Present
Principle Wealth (MADISON CT)
CT
05/26/2022 - 04/12/2023
JANNEY MONTGOMERY SCOTT LLC (NEW HAVEN CT)
CT
05/13/2021 - 05/26/2022
SECURIAN FINANCIAL SERVICES, INC. (Guilford CT)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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