Unclaimed
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 registered in Nebraska. Robert is currently employed at Mariner Wealth Advisors-IC, LLC, where Robert has been employed since January 2018. Robert's previous employment includes Proequities, Inc. and MSEC, LLC. Robert has a Series 63, Series 65, and Series 7 licenses, as well as a SIE license. Robert is a member of two investment clubs, Investment Opportunities Unlimited (I.O.U.) and Money Sunk. Robert's other business involvements are Berger, Elliot & Pritchard CPAs, LLC, Berger Properties LLC, The Bookkeeping Company, R H Berger & Company Inc, and White Start Laundry Inc.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
1
2
KS
01/19/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
12/20/2019 - 12/06/2023
MSEC, LLC (Overland Park KS)
NE
08/26/2014 - 12/31/2017
PROEQUITIES, INC. (OMAHA NE)
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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