Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berry? Claim Your ProfileBerry Morton is a financial advisor at Fidelity Brokerage Services LLC, with over 16 years of experience in the industry. Berry is registered with FINRA and holds Series 7, 55, 63, and 66 licenses. Berry previously worked at Southwest Securities, Inc. in Dallas, Texas. Berry's current employment includes a position with National Financial Services LLC, which is a subsidiary of Fidelity. Berry Morton is located in Westlake, Texas and serves clients from the Fidelity office there.
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.
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.
1
2
TX
02/09/2024 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/25/2007 - 09/18/2012
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 02/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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