Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur Berg is a financial advisor with Mercer Global Advisors Inc. William has been in the financial industry since 1989 and is registered with the state of Oregon. William holds a Series 7, Series 24 and Series 63 license and a Series 65 license for investment advisor. William is a Certified Financial Planner™ and a Chartered Financial Analyst®. William is also a member of the board of directors of the Oregon Community Foundation. William provides investment advice and financial planning services to individuals, families, and businesses. William is committed to 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.
Trust services, estate planning, tax return preparation, consultation
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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OR
02/10/2021 - Present
Mercer Global Advisors Inc. (Portland OR)
OR
05/23/1989 - 10/31/1995
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
IA
Issued 06/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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