Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Gordon Gassman is a financial professional with over 30 years of experience in the industry. Barry currently holds registrations in Florida and New Jersey with SPC. Barry is a Certified Financial Planner (CFP®) and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He provides a wide range of financial services, including financial planning, portfolio management, and consultation services.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/19/2002 - Present
SPC (ANN ARBOR MI)
NJ
02/16/1990 - 06/19/1995
STUART STONE & COMPANY (FLORHAM PARK NJ)
NY
09/09/1987 - 12/21/1989
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
10/31/1986 - 06/29/1987
ABACUS EQUITY SERVICES, INC.
NA
11/23/1984 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 03/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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