Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Berry is a financial advisor with over 35 years of experience in the financial services industry. Thomas is currently registered with LPL Financial LLC in Oregon and Texas, and has previously worked with several other firms including WS Griffith Securities, Inc., Advantage Capital Corporation, Copeland Equities, Inc., Travelers Equities Sales, Inc., and Mutual Service Corporation. Thomas specializes in providing financial planning, investment management, and consulting services to individuals, families, businesses, and retirement plans. Thomas is committed to providing personalized and comprehensive financial advice to help his clients achieve their financial goals.
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.
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2
OR
03/28/2013 - Present
LPL Financial LLC (CLACKAMAS OR)
CT
05/17/1999 - 06/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
GA
08/15/1994 - 05/25/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NJ
01/11/1995 - 09/10/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
CA
03/20/1985 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
MA
05/03/1993 - 12/31/1993
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 11/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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