Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Berry is a registered representative with Avantax Investment Services, Inc. Marlene has been in the securities industry since 2005. Marlene holds Series 6, Series 63, and SIE licenses and is registered in North Carolina. Marlene has previously worked with Raymond James Financial Services, Inc., and VALIC Financial Advisors, 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.
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.
1
2
NC
03/13/2007 - Present
Avantax Investment Services, Inc. (Asheville NC)
NC
10/10/2005 - 10/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHEVILLE NC)
TX
03/31/2005 - 09/02/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BC
Issued 08/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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