Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Westin? Claim Your ProfileWestin Dean Berry is a securities professional with a background in the investment industry. Westin holds a Series 63, Series 6TO, and SIE licenses. Westin is currently registered with Oakwood Capital Securities, Inc. in Austin, Texas. Previously, Westin was registered with Purshe Kaplan Sterling Investments in Austin, Texas.
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.
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.
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2
TX
08/14/2024 - Present
Oakwood Capital Securities, Inc. (Austin TX)
TX
04/21/2023 - 01/18/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
BC
Issued 04/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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