Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Mitchell Cash has been in the financial services industry since 1992. Barry is a registered representative with Oppenheimer & Co. Inc. Barry's previous experience includes positions at Fidelity Brokerage Services LLC, Cabot Lodge Securities LLC, Allied Beacon Partners, Inc., G&L Partners, Inc., Citigroup Global Markets Inc., UBS Financial Services Inc., Fidelity Brokerage Services, Inc., C. J. M. Planning Corp., Robert Todd Financial Corp., Global Capital Securities, Inc., and B & D Equities Inc. Barry holds a number of securities licenses, including Series 3, 7, 8, 9, 10, 22, 24, 27, 63, 65, 99TO, and SIE. Barry's current registrations include Connecticut, New Jersey, and New York.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CT
03/12/2013 - 10/08/2019
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
IL
08/09/2012 - 09/10/2012
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
VA
05/09/2012 - 06/21/2012
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
NY
02/18/2011 - 04/16/2012
G&L PARTNERS, INC. (SEA CLIFF NY)
NY
08/06/2004 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
10/01/1997 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
RI
03/30/1995 - 09/24/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
10/13/1994 - 03/28/1995
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
02/01/1991 - 12/02/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
NA
04/06/1988 - 01/29/1991
GLOBAL CAPITAL SECURITIES, INC.
NA
11/28/1986 - 04/27/1987
B & D EQUITIES INC.
IA
Issued 05/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/09/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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