Unclaimed
Barry Keith Aldridge is an Investment Advisor Representative with Cetera Investment Advisers LLC. Barry has been in the financial industry since 1994. He is registered with the Securities and Exchange Commission (SEC) and holds a Series 63, Series 65, Series 7, and Series 24 licenses. Barry is also a licensed insurance agent. He has worked with First Allied Securities, Inc. and FFP Securities, Inc. in the past. Barry Aldridge specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. He is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/12/2020 - Present
Cetera Investment Advisers LLC (ELLISVILLE MO)
MO
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BALLWIN MO)
MO
08/31/1994 - 05/30/2008
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 12/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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