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Keith Allen Berry
CRD#: 2979766
IA
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GLOBAL RETIREMENT PARTNERS LLCCRD#: 172011 1425 Discovery Parkway
Wauwatosa, WI 53226
Wauwatosa, WI 53226
0
Disclosures
25
Years of Experience
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State Registrations
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Alabama 8/2/2023
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Minnesota 12/1/2017
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Kentucky 12/4/2017
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Wisconsin 12/1/2017
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Michigan 12/5/2017
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Registered with this firm since 12/1/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/14/2013 - 12/01/2017 | MADISON, WI | |
B | 01/14/2013 - 12/01/2017 | MADISON, WI | |
IA | 01/14/2013 - 11/30/2017 | Wauwatosa, WI | |
B | 01/14/2013 - 11/30/2017 | Wauwatosa, WI | |
IA | 11/29/2011 - 12/19/2012 | SCHAUMBURG, IL | |
B | 01/13/2011 - 12/19/2012 | SCHAUMBURG, IL | |
B | 04/18/2005 - 12/09/2010 | MILWAUKEE, WI | |
B | 01/22/2002 - 02/08/2005 | MILWAUKEE, WI | |
B | 09/08/1998 - 11/30/2000 | MENOMONEE FALLS, WI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.