Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Schoenfeld is a financial advisor with over 40 years of experience in the industry. Barry is currently registered with Wells Fargo Clearing Services, LLC. Barry is also registered with the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Iowa, Louisiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington. Barry has previously held positions at CITIGROUP GLOBAL MARKETS INC., PAINEWEBBER INCORPORATED, THE G.M.S. GROUP, INC., MOORE & SCHLEY, CAMERON & CO., MOORE & SCHLEY MUNICIPALS, INC., and GIBRALTAR SECURITIES CO.. Barry holds the Series 7, Series 31, and Series 66 securities licenses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
11/27/2023 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
05/28/1996 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
04/03/1989 - 05/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/02/1988 - 04/28/1989
THE G.M.S. GROUP, INC.
NA
05/09/1983 - 12/31/1988
MOORE & SCHLEY, CAMERON & CO.
NA
04/27/1983 - 01/27/1988
MOORE & SCHLEY MUNICIPALS, INC.
NA
12/24/1981 - 05/16/1983
GIBRALTAR SECURITIES CO.
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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