Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Newman is a financial advisor with Ameritas Advisory Services, LLC. Barry has been in the financial industry since 1987. Barry holds Series 6, 7, 63, and 65 licenses. Barry is a licensed and registered Investment Advisor in the state of California. Barry specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of other Advisors, and Portfolio Management for businesses and individuals. In addition to his current position with Ameritas Advisory Services, LLC, Barry has previously worked with Stancorp Equities, Inc., Aon Securities Corporation, ProEquities, Inc., Westport Financial Services, L.L.C., MML Investors Services, Inc., G.R. Phelps & Co., Inc., Walnut Street Securities, Inc., New England Securities, Unum Sales Corporation, and Travelers Equities Sales, Inc..
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (OAK PARK CA)
CA
02/05/2002 - 08/15/2011
STANCORP EQUITIES, INC. (SHERMAN OAKS CA)
IL
09/08/2000 - 01/18/2002
AON SECURITIES CORPORATION (CHICAGO IL)
AL
12/09/1999 - 08/11/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
08/28/1996 - 12/30/1997
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
03/01/1996 - 09/03/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/19/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
CA
12/05/1994 - 07/18/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/14/1989 - 07/20/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
ME
09/26/1986 - 03/23/1989
UNUM SALES CORPORATION (PORTLAND ME)
NA
12/23/1983 - 09/23/1986
TRAVELERS EQUITIES SALES, INC.
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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