Unclaimed
Conner Berry is a registered representative of Arkadios Wealth Advisors in Atlanta, Georgia. Conner has been in the financial services industry since 2010, and has a Series 7, Series 66 and Series 52TO license. Conner is a licensed investment advisor in Georgia and has experience providing financial planning and portfolio management services to individuals and businesses. Conner is committed to helping clients achieve their financial goals, and is dedicated to providing them with personalized advice and guidance.
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.
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
GA
05/04/2022 - Present
Arkadios Wealth Advisors (ATLANTA GA)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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