Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Bergeron is a registered Investment Advisor Representative at Wealthcare Capital Management LLC. Steven has over 30 years of experience in the financial services industry. Steven is a registered representative in the state of New Hampshire. Steven has held previous positions with Cambridge Investment Research, Inc., INFINEX INVESTMENTS, INC., LINSCO/PRIVATE LEDGER CORP., CHITTENDEN SECURITIES, INC., and GNA SECURITIES, INC. Steven specializes in providing financial planning and investment advice to individuals, corporations, trusts, and charitable organizations.
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.
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NH
06/04/2013 - Present
Wealthcare Capital Management LLC (KEENE NH)
NH
01/31/2008 - 06/17/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (KEENE NH)
NH
03/01/2004 - 02/01/2008
INFINEX INVESTMENTS, INC. (KEENE NH)
SC
01/02/2004 - 03/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
VT
10/13/2003 - 01/02/2004
CHITTENDEN SECURITIES, INC. (BURLINGTON VT)
CT
11/29/1995 - 10/10/2003
INFINEX INVESTMENTS, INC. (MERIDEN CT)
VA
09/28/1995 - 12/12/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
RI
06/01/1993 - 04/28/1995
FISCO EQUITY, INC. (LINCOLN RI)
MN
10/02/1991 - 04/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/1991 - 04/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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