Unclaimed
Barry Levine is a financial professional with over 10 years of experience in the financial services industry. Barry is currently registered with Jackson National Life Distributors LLC in Tennessee. Previously, Barry was registered with PRUCO SECURITIES, LLC. in New Jersey and WELLS FARGO ADVISORS, LLC also in New Jersey. Barry holds the Series 6, 7, 63, and 66 securities licenses, and the Series 65 Investment Advisor license.
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.
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.
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2
TN
09/27/2021 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
NJ
08/19/2017 - 08/31/2021
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
07/25/2012 - 11/06/2013
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/10/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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