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 Linder is a financial advisor with Charles Schwab & Co., Inc. Barry has been working in the financial services industry since 1991. Barry holds Series 4, 6, 7, 24, and 66 licenses. Barry has been registered with Charles Schwab & Co., Inc. since 2022. Prior to that, Barry was registered with TD Ameritrade, Inc. Barry has experience working with individuals, businesses, high net worth individuals and other investment advisors. Barry has experience providing a variety of services including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/27/2022 - Present
Charles Schwab & CO., Inc. (Miamisburg OH)
OH
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Miamisburg OH)
OH
01/31/1995 - 02/26/2018
SCOTTRADE, INC. (DAYTON OH)
NY
10/12/1993 - 01/25/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
07/07/1992 - 10/22/1993
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
07/15/1991 - 07/07/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/15/1991 - 07/07/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Barry Linder is the right advisor for you? Invested Better is here to help.
