Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Morris is a registered representative with Allstate Financial Advisors, LLC. Barry has been in the financial services industry since May 2008. Barry has experience with a variety of financial products and services, including securities, insurance, and investment advisory. Barry is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
OH
05/24/2017 - Present
Allstate Financial Advisors, LLC (Middleburg OH)
OH
06/03/2015 - 05/17/2017
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
02/20/2009 - 05/15/2015
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
OH
03/25/2008 - 01/30/2009
ARBOR COURT CAPITAL, LLC (CLEVELAND OH)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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