Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Berry is an Investment Advisor Representative with Momentum Independent Network Inc. Robert has been in the financial industry for over 30 years and holds Series 7, 24, 63, 66, 79TO, 99TO, and SIE licenses. Robert has a strong history of working for a number of reputable financial firms including NTB Financial Corporation, Port Securities, Inc., Berry-Shino Securities, Inc., Presidential Brokerage, Inc., Rocky Mountain Securities & Investments, Inc., and Blinder, Robinson & Co., Inc. Robert provides a wide range of services to his clients including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
AZ
05/04/2023 - Present
Momentum Independent Network Inc. (SCOTTSDALE AZ)
AZ
01/28/2020 - 12/31/2022
NTB FINANCIAL CORPORATION (Scottsdale AZ)
CA
02/21/2014 - 03/15/2019
PORT SECURITIES, INC. (NEWPORT BEACH CA)
AZ
09/27/1995 - 02/21/2014
BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)
TX
10/19/1992 - 11/27/1995
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
CO
02/08/1989 - 10/22/1992
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
NA
11/21/1986 - 02/01/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 02/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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