Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerri? Claim Your ProfileKerri Joleen Berry is a financial professional with over 20 years of experience in the securities industry. Kerri is a Registered Representative and Investment Advisor Representative for Osaic Wealth, Inc. She is a licensed securities professional in California, and holds Series 6, 7, 24 and 63 licenses as well as the Securities Industry Essentials (SIE) exam. Kerri has extensive experience in financial planning, portfolio management and pension consulting for both businesses and individuals. Kerri began her career in 2002 with Foothill Securities, Inc. in Santa Cruz, CA. In 2016, she moved to Securities America, Inc., also in Santa Cruz, before joining Osaic Wealth in 2024.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (CAPITOLA CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (CAPITOLA CA)
CA
06/27/2002 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA CRUZ CA)
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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