Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Berry is a financial advisor with over 12 years of experience in the financial industry. Scott has a broad range of experience in various sectors, including working with First Investors Corporation, Foresters Financial Services, and Woodbury Financial Services. Scott currently works for Osaic Wealth, Inc., a firm with over 43,000 clients and billions in assets under management. Scott holds Series 6, 7, 26, 63, and 65 licenses and is a Certified Financial Planner. Scott provides comprehensive financial planning for individuals, families, small businesses, and nonprofits.
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.
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2
WA
01/19/2024 - Present
Osaic Wealth, Inc. (CAMAS WA)
WA
01/25/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (VANCOUVER WA)
OR
11/09/2011 - 01/25/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 01/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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