Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Michael Kolano is a financial advisor with over 35 years of experience in the financial services industry. Barry Michael Kolano is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Barry Michael Kolano was affiliated with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Barry Michael Kolano is a licensed Series 7 and Series 63 representative. Barry Michael Kolano is also a registered representative in 25 states.
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.
Please see note in schedule d - miscellaneous
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
MA
01/11/2019 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
01/01/2008 - 01/17/2019
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
05/02/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
NJ
10/22/1987 - 04/25/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
10/26/1984 - 11/17/1987
E. F. HUTTON & COMPANY INC
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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