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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 Patrick Berry is a financial advisor with Integrated Wealth Concepts LLC. John Patrick Berry has been a financial advisor for over 20 years and is registered with the state of California, North Carolina and Texas. John Patrick Berry has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and retirement plans. John Patrick Berry is a Certified Financial Planner (CFP) and holds the Series 6, 7, 24, 31, 63 and 65 licenses. John Patrick Berry is committed to providing his clients with personalized financial advice and services to help 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.
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.
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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NC
02/03/2023 - Present
Integrated Wealth Concepts LLC (CARY NC)
CA
05/10/2013 - 04/03/2018
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
04/30/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
04/30/2001 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
NY
09/30/1998 - 05/10/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
01/22/1998 - 12/31/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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