Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Louis Berry is a financial advisor with over 10 years of experience in the industry. James is currently registered with BDT & MSD Partners, LLC and has previously worked for Credit Suisse Securities (USA) LLC. James has a wide range of experience in the financial services industry and holds several licenses, including Series 7, Series 24, and Series 79. James is committed to providing his clients with personalized financial 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.
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.
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2
IL
05/09/2013 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
NY
08/15/2012 - 04/05/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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