Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Berry is a financial advisor with over 40 years of experience in the industry. Robert has been registered with EGI Financial, Inc. since 2021. Prior to joining EGI Financial, Inc., Robert worked at Stifel, Nicolaus & Company, Incorporated. Robert's experience includes serving as a Registered Representative, Investment Advisor Representative, and General Securities Principal for various firms throughout his career. He has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
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.
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2
OH
06/08/2021 - Present
EGI Financial, Inc. (AKRON OH)
OH
03/10/2009 - 01/19/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FAIRLAWN OH)
OH
01/11/2007 - 03/10/2009
BUTLER, WICK & CO., INC. (FAIRLAWN OH)
OH
06/01/2001 - 01/12/2007
WACHOVIA SECURITIES, LLC (AKRON OH)
NY
09/26/1978 - 06/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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