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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Berger is a financial advisor with LPL Financial LLC in Indianapolis, Indiana. Robert Berger has been working in the financial industry since January 1987 and is licensed in Arizona, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, New Mexico, North Carolina, Ohio, Tennessee, and Virginia. Robert Berger specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Robert Berger also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
08/19/2024 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
08/02/2013 - 08/19/2024
MONEY CONCEPTS CAPITAL CORP (INDIANAPOLIS IN)
IN
01/03/2006 - 08/01/2013
RESOURCE HORIZONS GROUP LLC (INDIANAPOLIS IN)
VT
09/06/2002 - 12/31/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
05/26/1998 - 09/03/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
01/06/1993 - 05/26/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
VA
09/20/1988 - 01/05/1993
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NA
01/28/1987 - 09/29/1988
WASHINGTON NATIONAL EQUITY COMPANY
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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