Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Jack Schmidt is an investment advisor representative at Cambridge Investment Research Advisors, Inc. in Fairfield, IA. Barry has been in the financial industry since September 1989. Barry is registered with the state of Iowa and Arizona and is a Series 7, Series 63, Series 65, SIE, and Series 99TO licensed professional. Barry also holds a registration with Cambridge Investment Research, Inc. and previously worked with Continuity Partners Group, LLC in Fairfield, IA.
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.
Solicitation fees from 3rd party money managers
1
2
IA
09/22/2010 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
04/08/2016 - 08/07/2017
CONTINUITY PARTNERS GROUP, LLC (FAIRFIELD IA)
CA
10/18/2007 - 09/29/2008
LPL FINANCIAL CORPORATION (EL SEGUNDO CA)
CA
09/27/2004 - 06/29/2006
NATIONAL PLANNING CORPORATION (SANTA MONICA CA)
MA
07/26/1990 - 08/19/2004
ASSOCIATED SECURITIES CORP. (BOSTON MA)
WI
03/20/1990 - 07/26/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
06/03/1986 - 04/30/1990
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
IA
Issued 01/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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