Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Berry is a financial advisor who has been working in the industry since October 16, 2017. Dante is currently registered with LPL Financial LLC and has been with the firm since June 2020. Dante is licensed in Arizona, Colorado, Florida, New Mexico, and Texas and is a Registered Investment Advisor in New Mexico and Texas. Dante has previously worked with UBS Financial Services Inc. and Vanguard Marketing Corporation. Dante's professional background includes experience with FedEx Freight, U.S. Eagle Federal Credit Union, Berry Enterprises LLC, The Vanguard Group, Inc. and self-employment. Dante is a member of the Valencia County Commission. Dante offers a variety of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Dante is also able to select other advisors for clients. Dante's clients include high net worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit sharing plans, and individuals other than high net worth.
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
NM
11/09/2023 - Present
LPL Financial LLC (ALBUQUERQUE NM)
SC
10/14/2020 - 10/20/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/16/2018 - 06/09/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
04/24/2017 - 08/31/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 10/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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