Robert Berglund Email & Phone Number
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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 @
- 2007 -2009 Review and Settlement Specialist @ Kaehall Estate Planning Coordinators
- 2003 -2007 General Agent and Financial Advisor @
- 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)
- California State University-Long Beach
- 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
- Medicare
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Annuities
- IRAs
- Tax
- Business Development
- Investments
- Variable Annuities
- Seminar Presenter
- 401k
- Roth IRA
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Sales Management
- Universal Life
- Underwriting
- Strategic Financial Planning
- Investment Strategies
- College Savings Plans
- Wealth Accumulation
- Long Term Care
- Power Point
- Final Expense Insurance
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Tax Preparation
- Small Business
- Retirement Solutions
- Strategic Financial
- Term Life Insurance
- Health Insurance
- Retirement
- Brokers
- Income
- Series 7
- Employee Benefits
- Fixed Indexed Annuities
- Whole Life
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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