Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry L. Metrokas-kamison is an investment advisor representative for Redwood Private Wealth, a financial advisory firm that provides investment management and financial planning services. Barry is licensed to offer investment advisory services in Pennsylvania. Barry has been a financial professional since 1992 and holds Series 6, 22, and 63 licenses as well as the SIE exam. Barry is also a licensed insurance producer. In addition to his work with Redwood Private Wealth, Barry is also the owner and operator of Metrokas-kamison Assoc. Barry's specialties include financial planning, pension consulting, and educational seminars.
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.
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
AZ
11/20/2023 - Present
Redwood Private Wealth (PHOENIX AZ)
MI
12/11/2013 - 11/22/2023
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
PA
11/18/2011 - 12/18/2013
QUESTAR CAPITAL CORPORATION (DRESHER PA)
NJ
04/01/2009 - 12/31/2011
CPI CAPITAL (VOORHEES NJ)
PA
01/02/2009 - 04/02/2009
SECURITIES AMERICA, INC. (DRESHER PA)
PA
11/16/2006 - 12/31/2008
EPLANNING SECURITIES, INC. (DRESHER PA)
IN
01/10/2002 - 11/22/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
PA
11/22/1999 - 01/02/2002
CAPITAL STRATEGIES LIMITED (PHILADELPHIA PA)
IN
05/18/1992 - 12/03/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Barry Metrokas-kamison is the right advisor for you? Invested Better is here to help.
