Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Green is a financial professional with over 30 years of experience in the industry. Barry is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 65 licenses, along with the SIE. Barry previously worked at CAPITAL BROKERAGE CORPORATION and FORTH FINANCIAL SECURITIES, CORPORATION. Barry is registered in 14 states, including District of Columbia, Georgia, Illinois, Kentucky, Maryland, Nevada, New York, Ohio, Pennsylvania, Texas, Virginia, and West Virginia. Barry also holds a current registration as an Investment Advisor Representative in Maryland and Texas. Barry has been providing financial advice and services to individuals, corporations, and other entities. Barry specializes in various areas, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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
MD
09/26/2022 - Present
Cetera Investment Advisers LLC (COLUMBIA MD)
VA
12/01/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
08/11/1992 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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