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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dawson Berry is an investment advisor representative with Hershey Financial Advisers, LLC. Matthew is registered with the state of Pennsylvania. Matthew is a licensed investment advisor in the state of Tennessee. Matthew Dawson Berry was previously employed by Mutual of Omaha Investor Services, Inc., based in Harrisburg, PA. Matthew has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Matthew's specializations include investment advisory services, portfolio management for individuals, and portfolio management for businesses. Matthew is affiliated with the Lampeter Church of the Brethren, where he is a pastor.
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.
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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PA
11/02/2021 - Present
Hershey Financial Advisers, LLC (LANCASTER PA)
PA
02/24/2014 - 10/01/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HARRISBURG PA)
IA
Issued 04/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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