Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Anthony Holt is a financial professional with over 13 years of experience in the financial services industry. Barry is currently registered with Avantax Investment Services, Inc. and has previously been registered with firms such as PURSHE KAPLAN STERLING INVESTMENTS, 1ST GLOBAL CAPITAL CORP., SOUTHWEST SECURITIES, INC., and SWS FINANCIAL SERVICES, INC.. Barry is a Series 7, Series 24, Series 52TO, Series 53, and Series 99TO licensed professional. Barry is licensed in the state of Texas.
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.
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.
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2
TX
07/07/2021 - Present
Avantax Investment Services, Inc. (DALLAS TX)
NY
04/22/2021 - 06/25/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
TX
10/25/2019 - 04/20/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
08/07/2014 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
08/13/2013 - 07/30/2014
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/24/2011 - 07/30/2014
SWS FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/19/2009 - 01/24/2011
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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