Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Marie Berry is a financial professional with over 27 years of experience in the industry. Angela has a broad range of experience and holds several licenses and certifications including the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Angela is currently registered with Osaic Wealth, Inc. and has been involved in the financial services industry since 1996. Angela specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Angela also has experience in the insurance industry, having worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
01/19/2024 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
11/15/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
09/03/2013 - 11/16/2022
CETERA ADVISOR NETWORKS LLC (COLUMBUS OH)
OH
11/07/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WESTERVILLE OH)
OH
11/18/2005 - 11/09/2012
WOODBURY FINANCIAL SERVICES, INC. (WESTERVILLE OH)
IN
06/05/2003 - 11/23/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/05/2003 - 11/23/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CO
12/17/1999 - 06/02/2003
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/26/1996 - 12/17/1999
NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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