Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Bernard Bannister is a financial professional with over 30 years of experience in the industry. Barry has been registered with Stifel, Nicolaus & Company, Inc. since December 2005. Prior to that, Barry was with Legg Mason Wood Walker, Incorporated, SBC Warburg Dillon Read Inc., SBC Warburg, Inc., and S.G. Warburg & Co. Inc.. Barry is a Series 7, 16, 63, 87 and SIE licensed professional and has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Barry specializes in providing advisory services to high net worth individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit sharing plans, banking or thrift institutions, pooled investment vehicles, and investment clubs.
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.
1
2
FL
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (SARASOTA FL)
MD
05/19/1998 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CT
09/02/1997 - 09/05/1997
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
06/03/1996 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
04/15/1993 - 06/03/1996
S.G. WARBURG & CO. INC. (NEW YORK NY)
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/30/1996
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 04/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Barry Bannister is the right advisor for you? Invested Better is here to help.
