Dino Berri

Current Employers

Employment History

• 11/2025 → Present
  Oak Ridge Private Wealth
  Livonia, MI
• 07/2016 → 01/2017
  Securian Financial Services Inc
  Southfield, MI
• 07/2016 → 01/2017
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2016 → 01/2017
  Wealth Strategies Financial Group
  Southfield, MI
• 02/2017 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Macomb, MI
• 02/2017 → 07/2017
  Bank Of America, N.A.
  Macomb, MI
• 12/2018 → 02/2020
  Citizens Securities, Inc.
  Detroit, MI
• 02/2018 → 09/2018
  United Shore
  Pontiac, MI
• 07/2017 → 02/2018
  Unemployed
  Dearborn, MI
• 08/2018 → 12/2018
  Keller Williams
  Dearborn, MI
• 02/2020 → 03/2020
  Infinex Investments, Inc.
  Meriden, CT
• 02/2020 → 03/2020
  Flagstar Bank
  Macomb, MI
• 12/2018 → 02/2020
  Citizens Bank
  Dearborn, MI
• 06/2020 → 07/2021
  Estate Information Services
  Troy, MI
• 06/2020 → 07/2021
  Secure Mortgage Funding
  Troy, MI
• 04/2020 → 12/2020
  Premer One Group
  Dearborn, MI
• 07/2019 → 07/2021
  Secure Investors Group
  Troy, MI
• 07/2020 → 07/2021
  Secure Asset Management, L.L.C
  Troy, MI
• 03/2022 → 06/2022
  Park Avenue Securities
  Southfield, MI
• 03/2022 → 06/2022
  Guardian Life Insurance Company
  Southfield, MI
• 01/2021 → 06/2022
  Exp Realty
  Dearborn, MI
• 07/2021 → 06/2022
  Midland National
  Dearborn, MI
• 08/2021 → 06/2022
  Priority 1 Lending
  Dearborn, MI
• 06/2022 → 10/2025
  Lpl Financial Llc
  Livonia, MI
• 06/2022 → 10/2025
  Michigan Educational Credit Union
  Livonia, MI
• 10/2025 → 11/2025
  Corecap Advisors, Llc
  Southfield, MI
• 11/2025 → Present
  Foundations Investment Advisors, Llc
  Livonia, MI

Previous Registrations

• 2022-12-22 → 2025-11-12
  Lpl Financial Llc
  Grand Rapids, MI
  Lathrup Village, MI
  Livonia, MI
  Southfield, MI
• 2025-10-29 → 2025-11-04
  Corecap Advisors
  Southfield, MI
  Dearborn, MI
• 2022-06-17 → 2022-12-21
  Lpl Financial Llc
  Royal Oak, MI
  San Diego, CA
  Brighton, MI
  Macomb, MI
• 2020-07-14 → 2021-07-23
  Secure Asset Management, L.L.C.
  Troy, MI
• 2020-02-20 → 2020-03-26
  Osaic Institutions, Inc.
  Clinton Township, MI
• 2018-12-10 → 2020-02-07
  Citizens Securities, Inc.
  Detroit, MI
  Lincoln Park, MI
  Dearborn, MI
  Dearborn, MI
  Toledo, OH
  Trenton, MI
  Trenton, MI
  Lambertville, MI
  Fairlawn, OH
  Dearborn, MI
• 2017-02-27 → 2017-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Macomb, MI
  Macomb, MI
  Macomb, MI
  Farmington Hills, MI
  Macomb, MI
  Farmington Hills, MI
• 2016-11-04 → 2017-01-27
  Securian Financial Services, Inc.
  Southfield, MI
  Dearborn, MI
  St Paul, MN

Other Businesses

1) OAK RIDGE PRIVATE WEALTH; INVESTMENT RELATED; 39111 SIX MILE RD LIVONIA,MI 48152; LIFE INSURANCE AND ANNUITIES; INDEPENDENT INSURANCE AGENT; START DATE:11/2025; 30 HRS/MO DEVOTED TO OTHER BUSINESS; 30 HRS/MO DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS.; SELLS LIFE INSURANCE, FIXED AND INDEXED ANNUTITY TO CLIENTS

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-11
• S65 Uniform Investment Adviser Law Examination
  2016-09-02

Other Names

• Dino Berri
• Dino Berri
• Dino M Berri
• Dino M Berri