Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Berger is a financial professional with over 40 years of experience in the industry. Ronald is a Registered Representative with Northeast Financial Group, Inc. and is also an Investment Adviser Representative registered with the state of Pennsylvania. Ronald has a Series 7, 6, and 63 license, and he is also a Chartered Financial Consultant. Ronald's previous experience includes working with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Ronald has experience in providing financial planning, portfolio management, and pension consulting services. He is a member of the Board of Directors of the Council of Southeast Pennsylvania. Ronald is also a drummer for the band Break Even and plays 1-2 times per month. Ronald is committed to providing his clients with the highest quality financial advice and service.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/15/2010 - Present
Northeast Financial Group, Inc. (NEWTON PA)
PA
11/25/1980 - 07/22/2009
AXA ADVISORS, LLC (NEWTOWN PA)
NY
11/25/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Berger is the right advisor for you? Invested Better is here to help.
