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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Berry is a financial advisor with Apricity Financial, LLC, a firm that provides financial planning and investment management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Michael has been in the financial industry since 1999, previously working at firms including LION STREET FINANCIAL, LLC, MSF Investment Advisory LLC, and Northwestern Mutual Investment Services, LLC. Michael is a Chartered Financial Consultant and holds Series 6, 7, and 66 licenses. Michael has experience in insurance sales and implementation, financial planning, and investment management. Michael has also been involved in the creation of a holding company that owns Apricity Financial, LLC. Michael's background and experience provide him with a solid foundation to help clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
09/09/2024 - Present
Apricity Financial, LLC (Mooresville NC)
CT
07/10/2015 - 10/25/2016
LION STREET FINANCIAL, LLC (Newtown CT)
CT
09/28/2012 - 01/24/2013
PURSHE KAPLAN STERLING INVESTMENTS (NEWTOWN CT)
CT
11/17/1999 - 08/05/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD CT)
WI
03/14/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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