Unclaimed
Barry Christopher McAlinden is a financial advisor who has been in the industry since January 2002. Barry is currently registered with UBS Financial Services Inc. in New Jersey and New York. Barry has a broad range of experience in financial services including investments, insurance and retirement planning. Barry has also served as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Barry has passed the Series 7, Series 63, Series 66, Series 86, and Series 87 exams and the Securities Industry Essentials Exam. Barry is registered in all 50 states.
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.
See schedule d - miscellaneous
1
2
NJ
10/26/2021 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
01/29/2002 - 02/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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