Unclaimed
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.
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.
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
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)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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