Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Edward Wirt is a financial advisor with over 40 years of experience in the industry. He has been a registered representative of Equity Services, Inc. since October 2002. Previously, Barry worked with Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Barry is licensed to sell securities in Virginia, South Carolina, West Virginia and holds the Series 6, 63, 22 and SIE licenses. He also has a Chartered Financial Consultant designation. Barry's specialties include financial planning, pension consulting, educational seminars, and portfolio management. He has served a wide range of clients, including individuals, businesses, corporations, pension and profit-sharing plans, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
10/30/2002 - Present
Equity Services, Inc. (ROANOKE VA)
NY
12/18/1981 - 06/08/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/18/1981 - 06/08/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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