Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Alan Dubrow is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Barry has been in the financial industry since 1999 and has a broad range of experience in financial planning, portfolio management for individuals, and selection of other advisors. Barry is also licensed to provide securities advisory services in Colorado, Florida, Georgia, and North Carolina. Barry has been associated with United Planners' Financial Services of America A Limited Partner since 2004 and has a history of working with clients of different types, including individuals, corporations, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
01/05/2004 - Present
United Planners' Financial Services OF America A Limited Partner (CORAL SPRINGS FL)
FL
02/25/2002 - 01/05/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
IN
06/28/1999 - 02/28/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/28/1999 - 02/28/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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