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 advisor with over 30 years of experience in the financial services industry. Barry is currently registered with Eagle Strategies LLC in Deerfield, Illinois and is also registered in Texas. Barry has been associated with Eagle Strategies since 2010. Prior to Eagle Strategies, Barry held positions at Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, Oppenheimer & Co., Inc., Guardian Investor Services Corporation, Shearson Lehman Hutton Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Barry holds Series 6, 7, 63 and 66 securities licenses and is a Certified Financial Planner and Chartered Financial Consultant. Barry offers financial planning, educational seminars, portfolio management for individuals, and selection of other advisers.
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.
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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 9/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 8/31/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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