Unclaimed
Barry Saluk is a financial advisor with over 30 years of experience in the industry. Barry has worked at several prominent firms including PaineWebber Incorporated, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Barry is currently with Janney Montgomery Scott LLC and is registered to offer advisory services in 39 states. Barry specializes in offering financial advice for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Fee plus commission
1
2
CT
10/06/2016 - Present
Janney Montgomery Scott LLC (Mystic CT)
CT
09/05/2008 - 10/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYSTIC CT)
CT
08/18/1994 - 09/18/2008
CITIGROUP GLOBAL MARKETS INC. (MYSTIC CT)
NJ
06/22/1987 - 08/23/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/29/1987 - 05/11/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 10/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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