Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry James Szymczak is a financial advisor with over 40 years of experience in the industry. Barry has been a Registered Representative with Wells Fargo Clearing Services, LLC since 2016 and has been with Wells Fargo Advisors LLC since 2009. Before joining Wells Fargo, Barry held positions with Prudential Securities Incorporated and Pruco Securities Corporation. Barry is licensed to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Tennessee and Wisconsin. Barry has experience working with individuals, high net worth individuals, trusts, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies.
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
IL
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (NAPERVILLE IL)
NY
11/20/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/06/1982 - 09/16/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/06/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/05/1982
Series 6 - Investment Company Products/Variable Contracts 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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