Unclaimed
Barry Francis Power is a financial advisor with Stifel, Nicolaus & Company, Inc. Barry has been in the industry since 2001. Barry is a Certified Financial Planner and has earned the Series 7, Series 31, and Series 66 licenses. Barry has been registered with Stifel, Nicolaus & Company, Inc. since 2022. Prior to that, Barry was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. Barry is registered in 22 states and has worked with a variety of clients including high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/30/2022 - Present
Stifel, Nicolaus & Company, Inc. (FRONTENAC MO)
MO
11/14/2008 - 08/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
04/02/2007 - 11/18/2008
MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)
MO
07/20/2001 - 04/02/2007
MORGAN STANLEY DW INC. (CHESTERFIELD MO)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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