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Lynn Marie Berger

Foreside Fund Services, LLC

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About Lynn Marie Berger

Lynn Berger is a financial professional with over 20 years of experience in the securities industry. Currently, Lynn is registered with Foreside Fund Services, LLC and is active in 53 states. Lynn has held previous roles with firms including REALTO SECURITIES, LLC, EMERSON EQUITY LLC, CANTOR FITZGERALD & CO., REALTY CAPITAL SECURITIES, LLC, ALLIANZ LIFE FINANCIAL SERVICES, LLC, and HARTFORD LIFE DISTRIBUTORS, LLC. Lynn is also a Series 24, Series 7, Series 6, and SIE licensed professional.

Firm Information

Lynn Berger is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lynn Berger’s Registration & Firm History

CA

03/30/2023 - Present

Foreside Fund Services, LLC (El Segundo CA)

KS

03/14/2022 - 12/20/2022

REALTO SECURITIES, LLC (OVERLAND PARK KS)

CA

11/12/2021 - 02/18/2022

EMERSON EQUITY LLC (SAN MATEO CA)

NY

01/20/2016 - 09/07/2021

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

03/08/2013 - 12/07/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

MN

01/28/2010 - 02/25/2013

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

CT

05/04/2001 - 12/22/2009

HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 08/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/03/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynn Marie Berger.
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