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 Cambridge Investment Research Advisors, Inc.. Michael has been in the financial services industry since March 1987. Michael is licensed to provide investment advice in Colorado and is also a registered representative of Cambridge Investment Research, Inc.. Michael specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors. Michael is also a Certified Financial Planner.
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
CO
01/03/2011 - Present
Cambridge Investment Research Advisors, Inc. (GRAND JUNCTION CO)
CO
10/31/2005 - 01/22/2009
SAGEPOINT FINANCIAL, INC. (GRAND JUNCTION CO)
AZ
05/19/1992 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/30/1987 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
03/25/1987 - 09/30/1987
IRONWOOD SECURITIES, INC.
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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