Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Berry is a financial advisor with over 13 years of experience in the industry. Brian holds a Series 6, 7, 63, and 65 licenses and is registered with LPL Financial LLC. Brian has a proven track record of providing personalized financial advice to individuals, families, and businesses. Brian is committed to helping clients reach their financial goals through a comprehensive approach to financial planning. He offers a wide range of services, including investment management, retirement planning, insurance planning, and estate planning. Brian is passionate about helping clients achieve financial success and is dedicated to providing them with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
01/08/2024 - Present
LPL Financial LLC (NORTH CHARLESTON SC)
SC
09/15/2008 - 02/12/2020
NYLIFE SECURITIES LLC (NORTH CHARLESTON SC)
IA
Issued 08/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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