KB
KB

Kerry Berger

10 Years of Experience
St Louis, MO
BrokerSells Insurance

Kerry Berger is a registered investment advisor, based in St Louis, MO, with 10 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kerry is an agent/broker for Co-op Insurance and R.F. Brokerage, selling fixed insurance. Kerry also works as a certified barre instructor, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2017 - August 2023 · 6 yrs 6 mos
Securian Financial Services, INC.Broker
March 2016 - August 2023 · 7 yrs 5 mos
State Registrations17 states
ARAZCACODEFLILINLAMAMEMONVNYTXUTWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kerry Berger - Financial Advisor | TrueAdvisor