Unclaimed
Barry Joseph Fenchak is an active investment advisor representative at LPL Financial LLC. Barry has been working in the financial industry since July 11, 1994. Barry has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. Barry specializes in providing financial planning, portfolio management, and other advisory services. Barry is also registered with the state of Pennsylvania as an investment advisor.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/22/2017 - Present
LPL Financial LLC (STATE COLLEGE PA)
PA
11/17/1999 - 06/01/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
11/17/1999 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
OH
04/01/1999 - 11/12/1999
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
DE
05/10/1994 - 11/17/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
02/18/1994 - 05/05/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/1994 - 05/05/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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