Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Berry is a financial advisor with over 13 years of experience in the industry. Justin is currently registered with Cetera Investment Advisers LLC and has previously worked at Securian Financial Services, Inc. and CRI Securities, LLC. Justin holds the Series 7 and Series 66 licenses. Justin is a Certified Financial Planner and offers a variety of financial planning services, including portfolio management, financial planning, and pension consulting. Justin focuses on high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
OREGON CITY, OR
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.
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.
1
2
OR
08/10/2023 - Present
Cetera Investment Advisers LLC (OREGON CITY OR)
MN
04/20/2010 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
OR
04/20/2010 - 10/21/2021
CRI SECURITIES, LLC (PORTLAND OR)
BOTH
Issued 4/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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