Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry D. Richter is a registered representative with Raymond James & Associates, Inc. Barry is a financial professional with extensive experience. Barry has worked in the industry since July 22, 1985. Before joining Raymond James & Associates, Inc., Barry was with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Barry provides financial services to individuals, high net worth individuals, corporations or other businesses, charitable organizations, investment companies, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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
PA
04/17/2014 - Present
Raymond James & Associates, Inc. (DEVON PA)
PA
04/02/2007 - 11/03/2008
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
08/05/2002 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
NJ
05/12/1987 - 08/09/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
07/23/1985 - 05/18/1987
HALPERT, OBERST AND COMPANY
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
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
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