Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlin? Claim Your ProfileMarlin Berry is a financial advisor with Cadaret, Grant & CO., Inc. Marlin has over 40 years of experience in the financial services industry. Marlin specializes in providing financial planning and investment advice to individuals, families, and businesses. Marlin is a Certified Financial Planner and holds the Series 6, 62 and 63 licenses. Marlin has been registered with the state of Pennsylvania since 1981. Marlin is also registered with the state of Nevada, Ohio and Virginia. Marlin is a member of the National Association of Personal Financial Advisors (NAPFA). Marlin has been with Cadaret, Grant & CO., Inc. since 1993 and has a total of 18 years of experience with Lauver & Company, Inc. and Aetna Life Insurance and Annuity Company. Marlin is dedicated to providing his clients with personalized financial advice and guidance.
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
PA
03/12/2018 - Present
Cadaret, Grant & CO., Inc. (Altoona PA)
PA
08/28/1981 - 11/30/1993
LAUVER & COMPANY, INC. (YORK PA)
CT
03/14/1990 - 04/10/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 06/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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