Unclaimed
Craig Berry has been in the financial services industry since 1994. Craig is currently registered with Avantax Investment Services, Inc. Previously, Craig was registered with MetLife Securities Inc. Craig is licensed in California, Florida, Georgia, Nebraska, North Carolina, Pennsylvania, South Carolina, and Tennessee.
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
FL
09/09/2016 - Present
Avantax Investment Services, Inc. (Palm Coast FL)
FL
07/11/2002 - 03/11/2016
METLIFE SECURITIES INC. (ORMOND BEACH FL)
FL
07/11/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORMOND BEACH FL)
TX
11/30/1993 - 07/24/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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