Robert Berglund Email & Phone Number
LegalShield and IDShield @ LegalShield Independent Senior Director Associate
Robert Berglund Location
Philadelphia, PA, US
Robert Berglund Work
- 2017 - now LegalShield and IDShield @ LegalShield Independent Senior Director Associate
- 2010 - now CEO and Owner @ Berglund Financial
- 2010 - now Life Insurance, IRA and 401k Rollover, Retirement Income Planning, LegalShield and IDShield @ Berglund Financial Group
- 2007 - 2009 Review and Settlement Specialist @ Kaehall Estate Planning Coordinators
- 2003 - 2007 General Agent and Financial Advisor @ New York Life
- 1992 - 2002 Registered Representative @ Citigroup (Primerica, Smith Barney, Travelers)
- 1972 - 1997 Regional Controller @ Warner Elektra Atlantic (WEA), div of Time Warner, Inc.
Robert Berglund Education
- Certified Continuing Education
Satisfied Requirements of State of NJ for License (Insurance/Annuities, Taxation, Retirement)
2008 - 2022 - The American College of Financial Services
Various Courses: (Estate Planning, Retirement Planning)
2006 - 2018 - California State University, Long Beach
Bachelor of Science (Accounting/Business)
- Los Alamos High School
- The University of New Mexico
Robert Berglund Skills
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Accounting
- Fixed Annuities
- Pensions
- Indexed Annuities
- Insurance
- Final Expense Insurance And Funeral Planning
Robert Berglund Summary
Robert Berglund, based in Philadelphia, PA, US, is currently a LegalShield and IDShield at LegalShield Independent Senior Director Associate. Robert Berglund brings experience from previous roles at Berglund Financial, Berglund Financial Group, Kaehall Estate Planning Coordinators and New York Life Insurance & NYLife Securities. Robert Berglund holds a 2008 - 2022 Satisfied Requirements of State of NJ for License in Insurance/Annuities, Taxation, Retirement @ Certified Continuing Education. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Financial Planners, Accounting and more. Robert Berglund has 1 emails and 1 mobile phone numbers on RocketReach.
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