Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Dean Gessner is a financial advisor with over 30 years of experience in the financial services industry. Barry has been with Osaic Wealth, Inc. since June 2024, and prior to that was with Securities America, Inc. Barry holds both Series 6 and Series 7 securities licenses, as well as Series 63 and Series 65 licenses. Barry specializes in providing financial planning and investment advisory services to individuals, businesses and charitable organizations.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
PA
01/28/2003 - 06/14/2024
SECURITIES AMERICA, INC. (NEWTOWN PA)
MN
10/09/2001 - 10/16/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
PA
10/20/1995 - 06/08/1998
INDEPENDENT FINANCIAL GROUP (PHOENIXVILLE PA)
CT
10/15/1993 - 11/09/1993
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
10/05/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 03/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/1983
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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