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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Thomas Berry is an investment advisor representative at Osaic Wealth, Inc. Paul has been working in the financial services industry since July 1982. Paul currently holds licenses in Georgia and Massachusetts. Paul has held previous licenses in Florida, Massachusetts, New York and Tennessee. Paul has expertise in various aspects of financial planning, portfolio management, and pension consulting. Paul also offers educational seminars and selects other advisors for clients. Paul has a strong background in providing financial services to individuals, businesses and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/22/2012 - Present
Osaic Wealth, Inc. (MARIETTA GA)
MA
01/02/1988 - 06/08/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/25/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/15/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 06/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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