Unclaimed
Rana Berry is an investment advisor representative with J.P. Morgan Securities LLC. Rana has been in the securities industry since 2011. Rana is registered with the state of New York and has a Series 63, Series 65, Series 66, Series 7 and SIE license. Previously, Rana worked at Morgan Stanley. Rana is also registered with the state of New York as an investment advisor representative.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/25/2022 - Present
J.p. Morgan Securities LLC (New York NY)
MI
06/25/2012 - 02/21/2014
MORGAN STANLEY (TROY MI)
MI
06/21/2011 - 04/18/2012
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rana Berry is the right advisor for you? Invested Better is here to help.