Latasha Evans-Berry, financial advisor Novi MI
77 score

Latasha Evans-Berry

CRD Number: 6227633
Current Firm: Strategic Advisers, Inc.

Latasha Evans-Berry (CRD# 6227633) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Novi, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Farmington Hills, MI Jul 2013 - Current 3
Chase Bank Allen Park, MI Jun 2011 - Jul 2013 2
Chase Bank Southgate, MI Nov 2009 - Jun 2011 1
Chase Bank Taylor, MI Aug 2007 - Nov 2009 2
Chase Bank Southgate, MI Apr 2006 - Aug 2007 1
Fred Meyer Jewelers Taylor, MI Oct 2005 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Latasha L. Evans-Berry
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
77

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