Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald George Berry is a financial advisor with over 20 years of experience in the financial services industry. He is registered with Cetera Investment Advisers LLC in Easton, CT. Ronald has served clients in a variety of roles, including as an agent for fixed insurance, a principal and financial consultant for Integrity Capital Management Group, LLC, and a member of the Town of Easton CT- Insurance Commission. Ronald holds the Series 66, Series 24, SIE and Series 7 licenses. Ronald's previous employers include Investors Capital Corporation, Metlife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company.
EASTON, CT
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
CT
03/21/2024 - Present
Cetera Investment Advisers LLC (EASTON CT)
CT
04/02/2014 - 10/03/2016
INVESTORS CAPITAL CORP. (EASTON CT)
CT
04/23/2002 - 04/14/2014
METLIFE SECURITIES INC. (SHELTON CT)
CT
04/23/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NORWALK CT)
MN
01/24/2000 - 04/04/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/2000 - 04/04/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/1/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ronald Berry is the right advisor for you? Invested Better is here to help.
