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Barry L Conover

Fidelity Personal AND Workplace Advisors

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About Barry L Conover

Barry L Conover is a financial advisor with Fidelity Personal And Workplace Advisors. Barry has been in the financial services industry since 1994. Barry is registered with FINRA and licensed in 52 states and the District of Columbia. He has worked with a variety of firms including Prudential Securities Incorporated, First Union Brokerage Services, Inc., Wachovia Securities, Inc., CitiStreet Equities LLC, GWFS Equities, Inc., First Montauk Securities Corp., Waddell & Reed, Inc., AXA Advisors, LLC, Thrivent Investment Management Inc., Pruco Securities, LLC., Mutual of Omaha Investor Services, Inc., and MML Investors Services, LLC. Barry has a strong background in portfolio management for individuals and businesses, as well as financial planning. Barry also provides educational seminars to help clients understand their financial options.

Firm Information

Barry Conover is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Conover’s Registration & Firm History

NC

12/12/2021 - Present

Fidelity Personal AND Workplace Advisors (DURHAM NC)

NC

07/29/2021 - 10/19/2021

MML INVESTORS SERVICES, LLC (RALEIGH NC)

NC

06/07/2019 - 06/18/2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (RALEIGH NC)

NC

06/12/2014 - 04/29/2019

PRUCO SECURITIES, LLC. (CHARLOTTE NC)

NC

11/20/2006 - 06/13/2014

THRIVENT INVESTMENT MANAGEMENT INC. (RALEIGH NC)

NJ

08/30/2006 - 11/13/2006

AXA ADVISORS, LLC (CHESTER NJ)

NJ

06/06/2006 - 08/18/2006

WADDELL & REED, INC. (MORRISTOWN NJ)

NJ

05/28/2004 - 05/26/2006

FIRST MONTAUK SECURITIES CORP. (LANDING NJ)

CO

10/30/2003 - 06/01/2004

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NJ

11/18/2002 - 08/05/2003

CITISTREET EQUITIES LLC (SOMERSET NJ)

MO

10/01/2000 - 12/03/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

09/30/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

08/14/1995 - 09/29/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

12/06/1994 - 07/18/1995

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/29/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Barry L Conover.
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