Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Berry is a registered representative and investment advisor representative with MML Investors Services, LLC. Douglas has been in the financial services industry since August 2008. Douglas has experience working with a variety of client types, including individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Douglas has passed several industry exams, including the Series 6, Series 7, Series 24, Series 4 and the Series 66. Douglas is registered to offer securities and investment advisory services in multiple states, including Arizona, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Vermont. Prior to joining MML Investors Services, LLC, Douglas was previously registered with MSI Financial Services, Inc. and New England Securities.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
01/24/2023 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
NJ
10/15/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
08/08/2008 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2014
Series 4 - Registered Options Principal Examination
BC
Issued 10/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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