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Joseph Travis Bergen is a financial advisor professional located in Phoenix, AZ. They specialize in financial advisory. With over 16 years of experience, they bring deep expertise to every client.
Joseph Travis Bergen - Tiaa-Cref Individual & Institutional Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Joseph Travis Bergen operates as a financial advisor in Phoenix, Arizona, bringing 16 years of experience in the field. He is registered with FINRA under CRD #4924401, which governs his securities-related advisory activities. Bergen works with Tiaa-Cref Individual & Institutional Services, LLC, serving clients seeking financial guidance and investment services. His extended tenure in the industry reflects sustained engagement with financial planning and advisory practices.
Joseph Travis Bergen holds a FINRA CRD registration, which means he is registered with the Financial Industry Regulatory Authority and subject to its oversight. This registration allows him to engage in securities sales and investment advisory activities while adhering to FINRA's compliance standards and rules. The CRD number serves as his unique identifier in the regulatory system, enabling clients and regulators to verify his registration status and disciplinary history. FINRA registration signals that Bergen has met baseline requirements for working with securities and investment products and is bound by industry conduct standards.