Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Matthew Berger is a Registered Representative and Investment Advisor Representative with SPC. Kurt has been in the industry since June 2008. Kurt has passed the Series 66, Series 53, Series 4, Series 24, Series 7 and the SIE exams. Kurt is registered in Michigan and Oregon. Kurt's firm, SPC, is a Registered Investment Advisor with the SEC. SPC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. SPC manages over 5.5 billion dollars in assets for over 30,000 clients.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/22/2014 - Present
SPC (ANN ARBOR MI)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2010
Series 4 - Registered Options Principal Examination
BC
Issued 08/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kurt Berger is the right advisor for you? Invested Better is here to help.
