Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Lynn Stockdale is a financial advisor with over 30 years of experience in the industry. Barry has been registered with Ameriprise Financial Services, LLC since 1986. Barry is also a Certified Financial Planner. Barry provides a wide range of financial services to individuals, families, and businesses. These services include financial planning, investment management, and retirement planning. Barry is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Asset allocation services
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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TX
02/26/1986 - Present
Ameriprise Financial Services, LLC (PLANO TX)
MN
05/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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