Patrick Allen Berg
Financial advisor at P.A. Berg Retirement Solutions · River Forest, IL
Last updated 2026-10-10
Claim your profilePatrick Allen Berg is a financial advisor at P.A. Berg Retirement Solutions in River Forest, IL, CRD 2006557. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-01-27.
Registration
- CRD number
- 2006557
- Registration status
- Active
- IAPD registration
- 1999-01-27
- Industry Experience
- 27 years
- Work Experience
- 23 years
- States registered
- IL
Licenses and exams
- Series 63
- Series 65
Work history
- 2003-02 to Present · Seniors Security Financial · Chicago, IL
Current employment
- P.A. Berg Retirement Solutions · River Forest, IL
About
Patrick Allen Berg is a financial advisor at P.A. Berg Retirement Solutions in River Forest, IL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 23 years of reported work history. Reported roles include Seniors Security Financial.
SEC disclosures list additional business and community activities: Sells Insurance Products.
Location
River Forest, IL
Official record
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