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 is a financial advisor registered in New York and Texas. He is currently affiliated with Next Level Private LLC, a firm based in Harrison, New York. Barry has over 20 years of experience in the financial services industry, with previous affiliations with UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, Dean Witter Reynolds Inc, First Union Capital Markets Corp and Oppenheimer & Co., Inc. Barry holds several securities licenses, including Series 7, 63, 65 and SIE. He is a licensed insurance professional as well. Barry specializes in providing financial planning, portfolio management and pension consulting services to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/26/2021 - Present
Next Level Private LLC (HARRISON NY)
NY
11/17/2011 - 09/14/2021
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
09/30/2003 - 11/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/01/1999 - 10/07/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/14/1997 - 12/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
09/10/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
08/10/1988 - 07/18/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
03/22/1988 - 08/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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