Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Bellwood is a financial advisor with PFS Investments Inc. Barry has been in the financial industry since 1985 and currently holds licenses in 20 states. Barry is registered with PFS Investments Inc. and has been employed there since December 1984. In addition to working with individual clients, Barry also works with charitable organizations, corporations, and other businesses. Barry offers a variety of financial planning services, including portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
08/08/2016 - Present
PFS Investments Inc. (LEOMINSTER MA)
IA
Issued 07/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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