Terren G. Berg
Professional summary
Terren George Berg, who also goes by Terry Berg, is a registered financial advisor currently at BERG INVESTMENT PLANNING located in Berkeley, Illinois.
Terren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Terren has worked at 6 firms and has passed the Series 65, Series 63, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Terren George Berg's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 14, 2008 - Present
BERG INVESTMENT PLANNING
January 12, 2001 - September 26, 2005
RBC CAPITAL MARKETS, LLC
January 2, 1997 - January 22, 2001
ABN AMRO INCORPORATED
June 9, 1993 - January 2, 1997
THE CHICAGO CORPORATION
November 10, 1975 - July 1, 1993
HAMILTON INVESTMENTS, INC.
April 6, 1971 - August 23, 1978
MCCORMICK & CO., INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/14/2008)
Exams
PC
Date: 9/2/1977
AMEX Put and Call ExamSeries 1
Date: 8/30/1968
Registered Representative ExaminationCurrent Firm
BERG INVESTMENT PLANNING
CRD#: 145121 / SEC#: 801-69306
Contact information
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 37,380,864 |
Red Flags
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