Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam John Berg is a financial advisor in Tinton Falls, New Jersey. William has been working in the financial services industry since 2016. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple FINRA licenses, including Series 6, 7, 63, and 65. William currently works for Kestra Advisory Services, LLC and Obsidian Wealth Advisors, offering financial planning, portfolio management, and insurance services. William is a registered investment advisor in multiple states. He has experience working with individuals, high-net-worth individuals, corporations, 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.
1
2
NJ
10/29/2024 - Present
Kestra Advisory Services, LLC (Tinton Falls NJ)
NJ
12/20/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TINTON FALLS NJ)
NJ
01/09/2018 - 02/03/2020
COMMONWEALTH FINANCIAL NETWORK (Toms River NJ)
PA
03/11/2016 - 01/02/2018
WADDELL & REED (YARDLEY PA)
BC
Issued 12/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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