Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Dershaw is an experienced financial advisor with over 20 years of experience. Barry is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise, Barry was a financial advisor at Morgan Stanley. Barry has a broad range of experience in the financial services industry, including experience with financial planning, asset allocation, and portfolio management. Barry provides financial advice to a wide range of clients, including individuals, families, businesses, and trusts.
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.
Asset allocation services
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
FL
05/10/2019 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
06/01/2009 - 05/08/2019
MORGAN STANLEY (BOCA RATON FL)
FL
10/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
07/09/2002 - 11/04/2008
WACHOVIA SECURITIES, LLC (POMPANO BEACH FL)
MD
01/12/2001 - 07/03/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/09/1998 - 01/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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