Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Ransick is a financial advisor with Commonwealth Financial Network and Principled Wealth Advisors, LLC. Barry is a Registered Representative with the state of Kentucky and Michigan and is licensed to sell securities. Barry has been a Registered Representative since December 1979. Barry's areas of specialization include retirement planning, education planning, investments and insurance. Barry's experience with Commonwealth Financial Network began in November 2005. Commonwealth Financial Network's main office is located in Waltham, MA. Barry has been an Investment Adviser Representative with Principled Wealth Advisors, LLC since November 2004. Principled Wealth Advisors, LLC's main office is located in Covington, KY. Barry holds the following designations: Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
03/03/2016 - Present
Commonwealth Financial Network (COVINGTON KY)
IN
10/27/2000 - 11/22/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 11/22/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/02/1980 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 08/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Ransick is the right advisor for you? Invested Better is here to help.
