Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Leonard Finkelstein is a financial professional with over 40 years of experience in the industry. Barry is a Certified Financial Planner™ and Chartered Financial Consultant. Barry has held positions at various firms, including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, Oppenheimer & Co., Inc., Guardian Investor Services Corporation, Shearson Lehman Hutton Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and NML Equity Services, Inc. Currently, Barry is registered with Eagle Strategies LLC in Deerfield, Illinois. Barry provides a wide range of financial services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Barry's specializations include investment management, financial planning, and retirement planning.
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
IL
04/26/2023 - Present
Eagle Strategies LLC (Deerfield IL)
IL
09/27/1991 - 04/19/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
WI
09/27/1991 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
01/04/1991 - 08/13/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/30/1989 - 01/18/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/03/1989 - 07/26/1989
SHEARSON LEHMAN HUTTON INC.
NA
10/10/1984 - 01/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/02/1981 - 05/16/1985
NML EQUITY SERVICES, INC.
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Finkelstein is the right advisor for you? Invested Better is here to help.
