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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Berry is a registered investment advisor with CW Advisors, LLC, based in Boston, Massachusetts. John has been in the industry since 2012 and holds Series 63, 66, and 7 licenses as well as the SIE. John's previous experience includes roles at Charles Schwab & Co., Inc. and Brill Securities, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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
MA
10/21/2020 - Present
CW Advisors, LLC (BOSTON MA)
MA
05/13/2013 - 04/04/2016
CHARLES SCHWAB & CO., INC. (HINGHAM MA)
MA
12/03/2012 - 02/04/2013
BRILL SECURITIES, INC. (BOSTON MA)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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