Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Weinstein is a financial advisor with Equitable Advisors, LLC. Barry Weinstein is a registered representative with the state of Illinois and is also a registered investment advisor. Barry Weinstein has been working in the financial services industry since 2009. Barry Weinstein has experience working with Prudential Insurance Company of America, AXA Advisors, LLC, and Equitable. Barry Weinstein has a Series 6, Series 7, Series 24, Series 63, and Series 65 licenses. Barry Weinstein specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/07/2018 - Present
Equitable Advisors, LLC (TINLEY PARK IL)
IL
06/26/2014 - 09/12/2018
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
MA
03/11/1999 - 12/18/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1999 - 12/18/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/19/1996 - 04/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/19/1996 - 04/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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