Unclaimed
Barry Fielding is a registered representative of J.P. Morgan Securities LLC and has been in the financial services industry for over 10 years. Barry has a Series 6, Series 63, and Series 6TO licenses. Barry's experience includes working with individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Barry is a licensed investment advisor and has provided investment advice for over 7 years.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
11/02/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
10/28/2016 - 01/03/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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