Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Cantrell is a financial advisor with Edelman Financial Engines. Barry is based in Tampa, FL and has been in the industry for over 20 years. Barry is a registered investment advisor and holds Series 63, 65, 7, 9, and 10 licenses. Prior to joining Edelman Financial Engines, Barry worked at a number of other firms including Bessemer Investor Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Sanford C. Bernstein & Co., LLC, and Gabelli & Company, 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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
10/06/2016 - Present
Edelman Financial Engines (TAMPA FL)
TX
09/27/2012 - 05/17/2013
BESSEMER INVESTOR SERVICES, INC. (DALLAS TX)
TX
03/21/2012 - 09/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
FL
01/03/2001 - 06/16/2010
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
NY
12/08/1999 - 07/07/2000
GABELLI & COMPANY, INC. (RYE NY)
IA
Issued 03/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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