Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Berry is a financial advisor currently registered with Commonwealth Financial Network. Owen has been in the financial industry since 2010. Owen is licensed in several states and holds the Series 6, Series 7, Series 63, and Series 66 licenses. Owen is a Certified Financial Planner and a Chartered Financial Consultant. Owen has experience working with clients in a variety of sectors including individuals, businesses, charitable organizations, and pension and profit sharing plans. Owen also works with clients on financial planning, investment management, and retirement planning.
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.
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2
MA
07/03/2024 - Present
Commonwealth Financial Network (Weymouth MA)
MA
08/16/2012 - 06/27/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WEYMOUTH MA)
MA
04/20/2010 - 08/17/2012
MML INVESTORS SERVICES, LLC (BOSTON MA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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