Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Irwin Goodman is a financial advisor with over 40 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Barry is licensed in multiple states to provide investment advice and services to individuals and institutions. Barry has been involved in financial markets since 1978 and has held various roles with firms such as Citigroup Global Markets Inc., Dean Witter Reynolds Inc. and Bateman Eichler, Hill Richards, Incorporated. He holds several licenses, including Series 3, 5, 7, 52, 63 and SIE. Besides offering investment advice, Barry also provides financial planning and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
CA
07/11/2022 - Present
Wells Fargo Clearing Services, LLC (WOODLAND HILLS CA)
CA
10/02/2000 - 05/07/2007
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
NY
09/09/1987 - 10/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/05/1986 - 09/08/1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
09/11/1984 - 02/28/1986
MILLER & SCHROEDER FINANCIAL, INC.
NA
04/23/1984 - 09/04/1984
BIRR, WILSON & CO., INC.
NA
01/14/1980 - 03/06/1984
SHEARSON/AMERICAN EXPRESS INC.
NA
07/03/1978 - 07/28/1979
KARSCH & CO., INC.
BC
Issued 04/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1979
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe 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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