Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Marc Geltzeiler is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Barry has been in the industry for over 35 years and is licensed to conduct business in a number of states. Barry holds Series 7, 63 and 65 licenses and is a member of FINRA. Stifel, Nicolaus & Company, Inc. provides a variety of services, including financial planning, portfolio management for individuals and businesses, and investment advisory services. The firm's main office is located in St. Louis, Missouri.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/19/2024 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
06/18/2015 - 01/31/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NJ
01/15/2010 - 07/09/2015
MORGAN STANLEY (SHORT HILLS NJ)
NJ
10/09/2009 - 01/29/2010
RBC CAPITAL MARKETS CORPORATION (PARSIPPANY NJ)
NJ
04/09/2002 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
03/09/2002 - 04/08/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
05/05/1994 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NJ
08/28/1986 - 05/03/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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