Roy Bergey resumes & CV records
Resumes
![Roy Bergey Photo 10 Roy Bergey Photo 10](/img/not-found.png)
Investment Advisor Representative
Position:
Agent at United First Finanial, Financial Planner at Bergey Financial, Inc.
Location:
Elkhart, Indiana Area
Industry:
Financial Services
Work:
United First Finanial
since Dec 2008
Agent Bergey Financial, Inc. since Jan 1997
Financial Planner Commodore Homes, Inc. Feb 1995 - Dec 1996
Plant Controller Best Plastics, Inc. Nov 1994 - Feb 1995
Controller Towne Air Freight Oct 1990 - Aug 1994
Accounting Manager Roy M Bergey Accounting and Tax Services Nov 1986 - Sep 1990
Owner Stauffer & Company CPAs Jan 1980 - Oct 1986
Office Manager and Staff Accountant
Agent Bergey Financial, Inc. since Jan 1997
Financial Planner Commodore Homes, Inc. Feb 1995 - Dec 1996
Plant Controller Best Plastics, Inc. Nov 1994 - Feb 1995
Controller Towne Air Freight Oct 1990 - Aug 1994
Accounting Manager Roy M Bergey Accounting and Tax Services Nov 1986 - Sep 1990
Owner Stauffer & Company CPAs Jan 1980 - Oct 1986
Office Manager and Staff Accountant
Education:
Christopher Newport University
BS, Business Administration -Accounting
BS, Business Administration -Accounting
![Roy Bergey Photo 11 Roy Bergey Photo 11](/img/not-found.png)
Investment Advisor Representative
Location:
1504 south 16Th St, Goshen, IN 46526
Industry:
Financial Services
Work:
Bergey Financial
Investment Advisor Representative
Investment Advisor Representative
Education:
Old Dominion University 1978 - 1978
Christopher Newport University
Bachelors, Business Administration Tidewater Community College
Associates, Accounting
Christopher Newport University
Bachelors, Business Administration Tidewater Community College
Associates, Accounting
Skills:
Retirement Planning and Consulting, Retirement Income Strategies, Equity Indexed Annuities, Fixed Annuities, Asset Management, Life Insurance, Mutual Funds, 401K Rollovers, Traditional Ira, Simple Ira, Roth Ira, Medicare Supplements, Medicare Advantage, Final Expense Planning, Long Term Care Insurance, Disability Insurance, Supplemental Health, Short Term Medical, International Medical Insurance, Microsoft Office, Securities, Strategic Planning, Microsoft Excel, Nonprofits, Financial Analysis, Research, Customer Service, Finance, Event Planning, Financial Services, Financial Planning, Investments, Management, Retirement Planning
Certifications:
Series 6, 63, and 65
License 2682450
Non-Resident Insurance Licenses
License 2682450
Non-Resident Insurance Licenses
![Roy Bergey Photo 12 Roy Bergey Photo 12](/img/not-found.png)