Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Berger is a financial advisor with over 30 years of experience in the financial services industry. Larry is currently an Investment Advisor Representative with Berger Financial Group. Larry has held several previous roles in the financial services industry, including positions with Cambridge Investment Research, Inc., Multi-Financial Securities Corporation, and Offerman & Co., Inc. Larry is a Certified Financial Planner™ and holds Series 4, 7, 24, 31, 51, 63 and 65 securities licenses. Larry has a long history of serving individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
07/31/2020 - Present
Berger Financial Group (PLYMOUTH MN)
MN
04/19/2002 - 08/24/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
CO
05/12/1987 - 04/19/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
05/23/1985 - 05/26/1987
OFFERMAN & CO., INC.
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/13/2002
Series 4 - Registered Options Principal Examination
BC
Issued 04/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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