Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Gordon Berry is a financial advisor at Morgan Stanley. Francis is a seasoned professional with over 14 years of experience in the financial services industry. Francis has a strong track record of success in providing comprehensive financial planning and investment management services to individuals, families, and businesses. Francis holds a Chartered Financial Analyst designation and has extensive experience in portfolio management, asset allocation, and retirement planning. Francis is committed to providing personalized financial advice and helping clients 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/03/2023 - Present
Morgan Stanley (West Conshohocken PA)
PA
03/03/2016 - 06/23/2023
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
MA
10/02/2012 - 02/26/2016
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
08/05/2009 - 10/04/2012
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 08/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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