Richard Berry, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-852-6380Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Fidelity Investments, 2020-2022
- Regional Vice President, Resource Securities, 2019-2019
- Regional Wholesaler, Leader Capital, 2018-2019
- Regional Director, LJM Partners/LJM Funds Management, 2012-2018
- Senior Internal Wholesaler, DWS Investments, 2007-2012
Education
- Certified Financial Planner(TM), Dalton Educational Program
- DePaul University, Masters of Science in Finance
- Western Illinois University, Bachelors of Business in Marketing
Personal interests and affiliations
- Financial Planning Association
- Knights of Columbus