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Patrick Allen Berg

P.A. Berg Retirement Solutions

River Forest, IL

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Current Employers
P.A. Berg Retirement Solutions

River Forest, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2006-06-01
  • IL RA
    APPROVED
    Since 2006-06-01

Branch Locations

River Forest, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seniors Security Financial Chicago IL 02/2003 Present
  • 02/2003 → Present
    Seniors Security Financial
    Chicago, IL
Previous Registrations
  • 2006-06-01 → 2020-12-31
    P.A. Berg Retirement Solutions
    Madison, WI
    River Forest, IL
  • 1999-01-27 → 2003-03-04
    Ws Griffith Securities, Inc.
    Rosemont, IL
Other Businesses

SELLS INSURANCE PRODUCTS, SAME ADDRESS, SINCE 1989, SPENDS ROUGHLY 5-25 HOURS A WEEK, ALL DURING TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-16
S63 Uniform Securities Agent State Law Examination 1991-08-13
  • S65 Uniform Investment Adviser Law Examination
    2006-06-16
  • S63 Uniform Securities Agent State Law Examination
    1991-08-13

View on SEC IAPD

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