Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Berger is a financial advisor with Park Avenue Securities LLC. William has been in the financial services industry since 1982 and has been registered with the Securities and Exchange Commission (SEC) since 1991. William is licensed to sell securities in Arizona, California, Colorado, Idaho, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, Utah, Virginia, Washington, and Wisconsin. William specializes in providing financial planning and investment management services for individuals and families, businesses, and charitable organizations. William has a strong commitment to providing personalized service to clients and helping them 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
05/30/2019 - Present
Park Avenue Securities LLC (PINETOP AZ)
NY
11/06/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
01/09/1991 - 11/05/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
11/19/1989 - 01/09/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/02/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/28/1983 - 12/27/1983
NML EQUITY SERVICES, INC.
NA
03/12/1982 - 12/06/1982
NML EQUITY SERVICES, INC.
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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