Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Berry is a financial advisor with over 27 years of experience in the industry. Steven has been a registered representative since December 1996 and has held various positions at different firms including Wells Fargo Advisors, LLC, Financial Network Investment Corporation, and Investment Centers of America, Inc. Currently, Steven is registered with LPL Financial LLC and provides advisory services to individuals, families, and businesses. Steven has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/29/2017 - Present
LPL Financial LLC (BEMIDJI MN)
MN
01/20/2012 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BEMIDJI MN)
MN
01/03/2011 - 01/24/2012
WELLS FARGO ADVISORS, LLC (BEMIDJI MN)
MN
09/10/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEMIDJI MN)
MN
05/09/2000 - 09/07/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (PEQUOT LAKES MN)
MN
06/10/1997 - 06/08/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
12/13/1996 - 06/11/1997
CFS BROKERAGE CORP. (NEW YORK NY)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Berry is the right advisor for you? Invested Better is here to help.
