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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 Neil Goldstein is a financial advisor registered with UBS Financial Services Inc. in California. Barry has been in the industry since 1982 and is registered with the state of California. Barry is a Series 7 and 52 licensed representative. He specializes in a wide range of financial services, including retirement planning, investment management, and insurance. Prior to joining UBS Financial Services Inc., Barry worked for Citigroup Global Markets Inc., Municipal Bond Investors, Inc., Birr, Wilson & Co., Inc. and California Municipal Investors, Inc.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/16/2007 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
02/23/1984 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NA
01/30/1984 - 12/31/1984
MUNICIPAL BOND INVESTORS, INC.
NA
02/13/1984 - 03/15/1984
BIRR, WILSON & CO., INC.
NA
04/27/1982 - 02/14/1984
CALIFORNIA MUNICIPAL INVESTORS, INC.
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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