Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry David Bieler is a financial advisor with over 29 years of experience in the industry. Barry is currently registered with Kovack Advisors, Inc. He is licensed to provide investment advice in Pennsylvania and North Carolina. Prior to joining Kovack Advisors, Inc., Barry held positions at PNC Investments, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and AMERICAN INVESTMENT SERVICES, INC. Barry has a strong understanding of the financial markets and has a proven track record of success in helping his clients achieve their financial goals.
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.
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
FL
10/04/2016 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PA
04/05/2011 - 03/23/2016
INVEST FINANCIAL CORPORATION (CARLISLE PA)
PA
01/01/2004 - 04/01/2011
PNC INVESTMENTS (HERSHEY PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/16/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
OK
11/22/1995 - 06/29/1998
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NY
01/28/1994 - 11/21/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 09/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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