Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Ann Berger is a financial advisor currently working with Private Advisor Group, LLC. Rebecca Ann Berger has over 8 years of experience in the financial services industry. Rebecca Ann Berger is registered with the state of Pennsylvania as an Investment Advisor Representative and has Series 6, Series 63, and SIE licenses. Rebecca Ann Berger is also a Certified Financial Planner. Rebecca Ann Berger is part of the Private Advisor Group, LLC team that has a focus on providing financial planning, portfolio management, and other financial advisory services to individuals, businesses, and institutions. Rebecca Ann Berger is committed to helping clients achieve their financial goals.
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
NJ
05/04/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
10/27/2014 - 11/29/2017
NATIONAL PLANNING CORPORATION (HARLEYSVILLE PA)
PA
09/04/2014 - 10/09/2014
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 12/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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