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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Berry is a financial advisor with Sequoia Financial Group, LLC, based in St. Clair Shores, MI. David has been a registered representative since 1993. David has a variety of experience in the financial industry, including time spent with American Portfolios Financial Services, Inc. and FSC Securities Corporation. David specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, and pooled investment vehicles. David is a Chartered Financial Analyst (CFA) and is also registered with the state of Michigan.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
09/15/2016 - Present
Sequoia Financial Group, LLC (St. Clair Shores MI)
MI
12/03/2009 - 09/02/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BLOOMFIELD HILLS MI)
MI
04/15/2009 - 11/23/2009
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
TX
01/22/1996 - 07/01/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
RI
11/05/1993 - 09/22/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 08/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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