Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Craig MacDonald is a financial advisor who has been in the industry since November 28, 2000. Currently, Barry is registered with Osaic Wealth, Inc. and has been registered with the firm since November 23, 2016. Previously, Barry was associated with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Barry offers financial planning and portfolio management services to individuals, businesses, and retirement plans. Barry has a wide range of experience and is able to provide a variety of services to meet the needs of his clients.
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.
A percentage of the total value of assets under management is charged.
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2
NC
11/23/2016 - Present
Osaic Wealth, Inc. (HENDERSONVILLE NC)
NC
01/01/2008 - 10/07/2016
WELLS FARGO ADVISORS, LLC (HENDERSONVILLE NC)
NC
05/26/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HENDERSOVILLE NC)
MO
06/15/2002 - 05/20/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
11/24/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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