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 Krumwiede is a financial advisor registered with LPL Financial LLC. Barry has over 30 years of experience in the financial services industry. Barry's prior experience includes roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE Securities Corporation, First Chicago NBD Investment Services, Inc., Essex National Securities, Inc. and Copeland Equities, Inc. Barry currently holds Series 63, 65 and 7 securities licenses, as well as a SIE exam certification. Barry's registrations allow him to provide financial advice to individuals, businesses and corporations in multiple states. He is located in Downers Grove, Illinois.
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.
Consulting and other non-discretionary advisory services
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
IL
11/05/2019 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
10/01/2012 - 11/15/2019
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA IL)
IL
02/01/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
01/01/1995 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
04/22/1992 - 12/12/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
06/05/1991 - 04/15/1992
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
08/06/1990 - 08/16/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 03/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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