Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Berry is an Investment Advisor Representative, with Cambridge Investment Research Advisors, Inc. He has been in the industry since 1999. Michael is also a registered representative of Cambridge Investment Research, Inc. He has a Series 7, 26 and 66 license. Michael Anthony Berry specializes in retirement planning, education planning, estate planning, insurance planning, and tax planning. He is a Certified Financial Planner, and he is also a President of Wealth Builders, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/20/2020 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
08/31/2010 - 05/29/2020
VOYA FINANCIAL ADVISORS, INC. (WEST DES MOINES IA)
IA
08/31/2010 - 02/28/2011
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
IA
03/12/2001 - 09/01/2010
DIRECTED SERVICES LLC (DES MOINES IA)
NY
08/12/1999 - 02/15/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/12/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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