Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jeffrey Berg is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with LPL Financial LLC and holds a Series 66, Series 7, and Series 24 license. Thomas Jeffrey Berg is also a Certified Financial Planner™ professional. His previous experience includes working with VOYA Financial Advisors, Inc. and National Planning Corporation. Thomas Jeffrey Berg has a wide range of experience providing financial advice and services to individuals, corporations, and institutions. He is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
MN
09/12/2023 - Present
LPL Financial LLC (EDEN PRAIRIE MN)
MN
04/20/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (EDINA MN)
MN
01/14/2003 - 04/22/2016
VOYA FINANCIAL ADVISORS, INC. (EDINA MN)
BOTH
Issued 06/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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