Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Scott Berg is a financial advisor with Performance Trust Capital Partners, LLC. Richard has over 30 years of experience in the financial services industry. Prior to joining Performance Trust Capital Partners, LLC, Richard worked at Betzold Research and Trading, Inc. and Clayton Brown & Associates, Inc. Richard is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7, Series 24, Series 52TO, and Series 53 licensed representative. Richard is also registered in 51 states.
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.
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.
1
2
IL
10/13/2004 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
04/29/1994 - 11/04/2002
BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)
NA
10/20/1986 - 03/21/1994
CLAYTON BROWN & ASSOCIATES, INC.
IL
11/24/1982 - 03/21/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NA
01/16/1986 - 10/03/1986
THE OHIO COMPANY
BC
Issued 12/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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