Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lavelle Berry is an investment advisor representative with Empower Advisory Group, LLC. Eric has been in the financial services industry since 2001. Eric's previous experience includes positions with Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company and Dean Witter Reynolds Inc.. Eric holds Series 7, Series 63, Series 66 and SIE securities licenses. Eric is registered to provide investment advisory services in Georgia 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
04/25/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
UT
04/09/2021 - 02/17/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
GA
10/19/2006 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ATLANTA GA)
OH
07/06/2001 - 09/19/2006
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
TX
07/06/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
10/22/1999 - 11/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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