Kerry Berger
Financial Advisor
(314) 932-4340
Kerry.Berger@rfc.com
Kerry Berger’s passion for helping clients succeed was developed in her three years working as an assistant to a senior financial advisor. Kerry learned first-hand how to cultivate relationships through careful listening and prioritizing individual needs. She enjoys working with a variety of clients and has a special knack for relating to young families. Renaissance Financial’s culture of collaboration and family is a perfect fit for Kerry where she fully embraces being part of a team. Her priority is always working hard to impact the lives of her clients for the better.
Kerry attended Patricia Steven’s College, where she received an associate’s degree in applied science and studied fashion merchandising and retail management. Kerry holds her Life, Accident, and Health Insurance, Property and Casualty Insurance, Series 7, Series 63, and Series 65 registrations. In 2018, Securian Financial Services, Inc. awarded Kerry with the Excellence in Performance Award1 and named her a member of the Foundation Club2. She was also named 2018’s Rookie of the Year3, an award given to the advisor with the most production during their first full calendar year. Kerry attended Patricia Steven’s College, where she received an associate’s degree in applied science and studied fashion merchandising and retail management. Kerry holds her Life, Accident, and Health Insurance, Property and Casualty Insurance, Series 7, Series 63, and Series 65 registrations.
1The Securian Financial Services, Inc. Excellence In Performance Award was granted in 2018 with an evaluation period of 2018 criteria. The Award is granted to financial professionals who qualify for Achiever’s Club* Foundation Club**, Focus Club*** or Pinnacle Club**** with a minimum of 100,000 Sales Based Credits (SBCs*****) that are from insurance products (life, disability, long-term care and annuities). This award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*Achiever's Club recognizes new financial professionals in their first partial year who reach stated production levels.
**Foundation Club recognizes those in their first full calendar year as a new financial professional.
***Focus Club recognizes those in their second full calendar year as a new financial professional.
****Pinnacle Club recognizes those in their third full calendar year as a new financial professional.
*****Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: Annualizing the credit generated by the sale of most life insurance products, providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees and providing credit for all other first year Grid Revenue, when earned.
2The Securian Financial Services Inc, Foundation Club membership was granted in 2018 with an evaluation period of 2018 criteria. The Foundation Club recognizes those in their first full calendar year as a new financial professional that achieved $100,000 in Grid Revenue and 100,000 Recognition Credits*. This membership is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the representative by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
*Recognition Credits represent the combined total of Sales Based Credits** and Bonus Points***.
**Sales Based Credits (SBCs) are a recognition currency that rewards new sales activity by: 1. Annualizing the credit generated by the sale of most life insurance products. 2. Providing credit when deposits are made into investment advisory accounts rather than waiting for the quarterly fees. 3. Providing credit for all other first year Grid Revenue, when earned.
***Bonus Points can be earned through Securian’s New Life Policy Count and Financial Professional Referral programs.
3Rookie of the Year Award issued by Renaissance Financial: This award is presented to the advisor with the highest overall sales-based credits and within their first 2 years at Renaissance. Starting dates are based on when an advisor begins their first 6 months with Renaissance Financial. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.