Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Berry is a financial advisor with over 9 years of experience in the financial services industry. Michael currently works for Allstate Financial Advisors, LLC. Michael holds Series 6, 7, 63, and 66 securities licenses, and the SIE exam, along with being registered in 12 states. Michael is also registered with the state of California as an Investment Advisor Representative. Previously, Michael worked for Waddell & Reed and PRUCO Securities. Michael is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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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.
Third party advisory fees
1
2
CA
10/09/2018 - Present
Allstate Financial Advisors, LLC (Laguna Hills CA)
CA
06/13/2014 - 09/14/2018
WADDELL & REED (RIVERSIDE CA)
CA
12/11/2013 - 03/19/2014
PRUCO SECURITIES, LLC. (IRVINE CA)
BOTH
Issued 03/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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