Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Allen Barr is a financial advisor with Stifel, Nicolaus & Company, Inc. Barr has been in the industry since July 2005 and has experience working with high net worth individuals, corporations, individuals other than high net worth, and charitable organizations. Barry Allen Barr can provide financial planning, portfolio management, and selection of other advisors. He is registered in Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Mississippi, North Carolina, Oklahoma, and Virginia. Barr is also a Series 7, Series 10, Series 9, Series 63, and Series 65 licensed representative.
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.
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2
GA
06/07/2011 - Present
Stifel, Nicolaus & Company, Inc. (VALDOSTA GA)
GA
06/01/2009 - 05/20/2011
MORGAN STANLEY SMITH BARNEY (VALDOSTA GA)
GA
07/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (VALDOSTA GA)
IA
Issued 08/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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