Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lee Weller is a financial advisor in Boyertown, Pennsylvania and has been in the industry since October 1, 1997. Barry is registered with Osaic Wealth, Inc. and is currently licensed as a Registered Investment Advisor in Pennsylvania and Texas. Barry is a Series 6 and Series 63 licensed representative with additional professional designations in the financial industry. Barry has previously been registered with Questar Capital Corporation, USALLIANZ Securities, Inc. and Trusted Securities Advisors Corp.
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.
1
2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (BOYERTOWN PA)
PA
12/01/2006 - 01/16/2019
QUESTAR CAPITAL CORPORATION (BOYERTOWN PA)
PA
05/16/2000 - 12/01/2006
USALLIANZ SECURITIES, INC. (BOYERTOWN PA)
NY
10/02/1997 - 05/17/2000
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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