Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Kathryn Berry is a registered investment advisor representative with Harbour Investments, Inc. Lynn has over 28 years of experience in the financial services industry. Lynn is also a registered representative with FINRA and is licensed to sell securities in 17 states. Lynn's areas of expertise include financial planning, portfolio management, and selection of other advisors. Lynn is also an independent insurance agent, 50% owner of Fox River Tax Centers, LLC, and a marketing sub-committee member of Future Neenah.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/14/2014 - Present
Harbour Investments, Inc. (NEENAH WI)
WI
09/15/2006 - 11/25/2014
NEXT FINANCIAL GROUP, INC. (NEEHAH WI)
WI
11/05/2001 - 09/28/2006
INVESTORS CAPITAL CORP. (NEENAH WI)
CO
02/15/2001 - 12/04/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
07/25/1994 - 02/22/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/05/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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