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Michele Paulette Berra

Arlington Securities, Inc.

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About Michele Paulette Berra

Michele Berra has been a registered representative since December of 1983. Michele has a strong background in the financial services industry, with experience at various firms including Center Street Securities, Inc., First Heartland Capital, Inc., and FSC Securities Corporation. Most recently Michele is associated with Arlington Securities, Inc. Michele holds the Series 6, 22, and 63 licenses, along with the Securities Industry Essentials Examination (SIE). Michele specializes in portfolio management for individuals.

Firm Information

Michele Berra is currently registered with Arlington Securities, Inc.. Arlington Securities, Inc. is a corporation formed in 1997, providing investment advisory services including financial planning, market timing services, and selection of other advisers. They serve individuals (both high net worth and other), with approximately $77.25 million in regulatory assets under management. The firm is registered with the SEC and in 40 states.

$77.25M

Assets Under Management

257

Total Clients

16

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts

Wrap fee accounts

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fees

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Michele Berra’s Registration & Firm History

MO

12/13/2023 - Present

Arlington Securities, Inc. (ST. LOUIS MO)

MO

10/26/2017 - 12/01/2023

CENTER STREET SECURITIES, INC. (Town and Country MO)

MO

05/01/2006 - 10/24/2017

FIRST HEARTLAND CAPITAL, INC. (ST. CHARLES MO)

MO

05/02/2005 - 05/01/2006

FSC SECURITIES CORPORATION (ST. CHARLES MO)

MN

07/01/2002 - 05/06/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

12/09/1983 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 02/10/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/08/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michele Paulette Berra. Review regulatory record here.
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