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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 registered with LPL Financial LLC. Brian is a registered representative and investment advisor representative. He has been in the securities industry since February 26, 2000. Brian has passed the Series 66, Series 7, and SIE exams. Brian is registered in Florida, Idaho, Maine, Maryland, Massachusetts, New Jersey, and New York. In addition to his work at LPL Financial LLC, Brian also works with BERRY FINANCIAL SERVICES LLC. Brian is also a CPA affiliate with Northeast Planning Associates, Inc. Brian has experience working with investment clubs, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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
ME
07/27/2007 - Present
LPL Financial LLC (MADISON ME)
ME
11/25/2003 - 12/31/2007
MUTUAL SERVICE CORPORATION (LEWISTON ME)
MA
02/17/2000 - 11/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 06/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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