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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bernberg is a financial advisor with Ameriprise Financial Services, LLC, a firm with a history of providing a wide range of financial products and services. Michael has been in the industry since 2005 and is registered to provide investment advice and securities services in several states, including Illinois, Florida, and California. Michael has earned the Series 7 and Series 66 licenses and the SIE exam. Michael is currently working out of the Deerfield, IL office. Michael's experience and qualifications are designed to serve the financial needs of a broad range of clients, including individuals, families, businesses, and institutions.
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.
Asset allocation 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.
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2
IL
06/29/2012 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
01/20/2005 - 07/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
BOTH
Issued 02/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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