Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Micael Falter is a financial advisor with Cetera Investment Advisers LLC. Barry has been in the financial industry since August 5, 1992. Barry is registered with the state of Nebraska and Texas. Prior to Cetera Investment Advisers LLC, Barry was affiliated with Summit Brokerage Services, Inc. and VSR Financial Services, Inc. Barry holds the Series 7, Series 63, Series 65 and SIE licenses. Barry is also a registered representative for Cetera Advisor Networks LLC. Barry specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
LINCOLN, NE
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
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (LINCOLN NE)
NE
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LINCOLN NE)
NE
03/10/2004 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LINCOLN NE)
FL
05/02/2002 - 03/10/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
08/06/1992 - 05/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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