Verified recordFinancial Services

Tom Berry

Branch Manager, Financial Advisor at Raymond James

Based in Oklahoma City, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Oklahoma City

Industry

Financial Services

Company size

19K

Contact information

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Email

1 credit

t•••••••@raymondjames.com

Phone

5 credits

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Background

About Tom Berry

I have more than 25 years of experience in the financial services industry. I have been a CERTIFIED FINANCIAL PLANNER™ professional since 2006 and I specialize in: •Discretionary Portfolio Management •Non-Discretionary Portfolio Advice •Personal Financial Planning •Estate and Retirement Planning •Wealth Management Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

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