Unclaimed
Barry Gilrane is a financial advisor with LPL Enterprise, LLC. Barry has been in the financial services industry since 1999 and has a strong background in financial planning and portfolio management. He offers a variety of services to individuals and businesses, including consulting and other non-discretionary advisory services, financial planning, educational seminars, and portfolio management. Barry has a diverse set of licenses and certifications, including Series 6, 7, 24, 63, 65, and 66. He is registered to provide investment advice in California, Colorado, Hawaii, Idaho, Iowa, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Carolina, South Dakota, Utah, Washington, Wisconsin, and Wyoming.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
NJ
11/14/2024 - Present
LPL Enterprise, LLC (NEWARK NJ)
SC
05/24/2018 - 06/25/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
10/07/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
08/31/2004 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
CA
08/01/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
08/31/2004 - 09/05/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/07/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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