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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Berry is an investment advisor representative with Greenshields Capital LLC, a firm that provides investment advisory services to individuals and other investment advisors. Edward has been working in the financial services industry since 1993 and has a strong understanding of the markets. Edward's experience includes working with a variety of clients, including high-net-worth individuals, insurance companies, and other investment advisors. Edward is registered as an Investment Advisor Representative in California and Texas. Edward's firm, Greenshields Capital, has a history of providing clients with high-quality investment advice and has an established reputation for integrity. Edward is dedicated to providing clients with personalized investment advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
05/01/2017 - Present
Greenshields Capital LLC (EL SEGUNDO CA)
CA
01/06/2017 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (El Segundo CA)
CA
03/30/2007 - 01/05/2017
QUESTAR CAPITAL CORPORATION (EL SEGUNDO CA)
CA
05/11/2000 - 07/18/2000
PROVIDENTIAL SECURITIES, INC. (FOUNTAIN VALLEY CA)
OK
01/20/2000 - 05/10/2000
DONNER CORP. INTERNATIONAL (OKLAHOMA CITY OK)
NY
07/23/1997 - 12/31/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
09/06/1996 - 07/21/1997
MERIDIAN CAPITAL GROUP, INC. (SAN FRANCISCO CA)
NY
08/18/1995 - 09/10/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
05/12/1993 - 08/18/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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