Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Berger is a financial advisor with Private Advisor Group, LLC based in Center Valley, PA. Lee has been in the financial industry since 2011. Lee is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Lee has a strong track record of success in providing financial advice to individuals and families.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
11/24/2020 - Present
Private Advisor Group, LLC (Center Valley PA)
PA
01/02/2018 - 10/02/2020
BB&T SECURITIES, LLC (BETHLEHEM PA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BETHLEHEM PA)
PA
04/23/2012 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BETHLEHEM PA)
PA
05/02/2011 - 05/02/2012
PRUCO SECURITIES, LLC. (CHALFONT PA)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Berger is the right advisor for you? Invested Better is here to help.
