Unclaimed
James Berry is a financial advisor registered with Horace Mann Investors, Inc. James has over 15 years of experience in the industry and holds the Series 6 and Series 63 licenses as well as the SIE designation. James is registered in Iowa, Illinois, Indiana, Minnesota, and Wisconsin. James is located in Coralville, Iowa. Prior to joining Horace Mann Investors, Inc., James was previously registered with PRINCOR FINANCIAL SERVICES CORPORATION and HORACE MANN INVESTORS INC.
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.
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.
Percentage of assets under third party investment management
1
2
IA
08/18/2016 - Present
Horace Mann Investors, Inc. (Coralville IA)
IA
09/08/2006 - 06/01/2009
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR RAPIDS IA)
IA
07/27/2001 - 09/01/2006
HORACE MANN INVESTORS INC (IOWA CITY IA)
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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