Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Craine is a financial advisor with Black Card Circle. Barry has been in the financial industry since 2004 and has experience with Waddell & Reed, Ameriprise Financial Services, Inc., and Cameron, Murphy & Spangler, Inc. Barry holds Series 7 and Series 66 licenses and the SIE exam. Barry is currently licensed in California.
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.
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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CA
02/19/2020 - Present
Black Card Circle (Sherman Oaks CA)
CA
10/30/2015 - 12/11/2019
WADDELL & REED (SHERMAN OAKS CA)
CA
03/04/2011 - 11/11/2015
AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
11/20/2006 - 03/07/2011
CAMERON, MURPHY & SPANGLER, INC. (PASADENA CA)
CA
11/15/2004 - 11/14/2006
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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