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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnaud? Claim Your ProfileArnaud Berry is an investment advisor representative with Osaic Wealth, Inc. based in South Pasadena, California. Arnaud has been in the financial services industry since March 19, 2000. Arnaud holds the Series 6, 7, 24, 52, 53, 63, 65 and 79TO securities licenses and has experience with a variety of financial products and services. Arnaud has held several other roles in the financial services industry including with Transamerica Financial Advisors, Inc., and Signator Investors, Inc.
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.
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2
CA
05/19/2024 - Present
Osaic Wealth, Inc. (SOUTH PASADENA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH PASADENA CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PASADENA CA)
CA
06/03/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PASADENA CA)
MN
09/12/2002 - 02/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/12/2002 - 02/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
03/08/2000 - 09/04/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
CA
03/18/1998 - 07/02/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 03/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2001
Series 4 - Registered Options Principal Examination
BC
Issued 03/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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