Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lutfy is a financial advisor registered with GWN Securities Inc. Barry has been working in the financial industry since 1988. Barry is licensed as a registered representative in Florida, Georgia, North Carolina, South Carolina, Texas, and Colorado. Barry is also registered as an Investment Advisor Representative in North Carolina. Barry has experience providing a variety of financial services including financial planning, portfolio management for individuals, and market timing services. Barry has worked with a variety of clients including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
NC
07/27/2015 - Present
GWN Securities Inc. (CHARLOTTE NC)
IL
04/06/1998 - 04/01/2004
PMG SECURITIES CORPORATION (ELGIN IL)
IN
06/10/1994 - 04/06/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/30/1991 - 04/06/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/24/1989 - 05/17/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/24/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
TX
01/29/1988 - 03/27/1989
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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