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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Mitchell Kay is a financial advisor who has been in the industry since August 2009. Currently, Barry Mitchell Kay is registered with LPL Financial LLC in Iselin, NJ. Barry Mitchell Kay has passed the Series 6, 7, 63, and 65 exams. Barry Mitchell Kay has experience with Foresters Financial Services, Foresters Advisory Services, Cetera Investment Services LLC, and Cetera Investment Advisers LLC. Barry Mitchell Kay also has experience with providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/30/2023 - Present
LPL Financial LLC (ISELIN NJ)
NJ
06/20/2019 - 09/07/2021
CETERA INVESTMENT SERVICES LLC (ISELIN NJ)
NJ
08/26/2009 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
IA
Issued 08/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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