Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Dick is a financial advisor registered with The Fiduciary Alliance. Barry has been in the financial services industry since 1994 and has experience working with a variety of clients including individuals, corporations, businesses, and charitable organizations. Barry holds the Series 6, 7, 63, and 65 licenses. Barry currently works out of the Tewksbury, Massachusetts office of The Fiduciary Alliance.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
07/07/2021 - Present
THE Fiduciary Alliance (Tewksbury MA)
MA
01/03/2006 - 05/21/2007
WORKMAN SECURITIES CORPORATION (TEWKSBURY MA)
MA
03/24/2003 - 01/19/2006
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
02/25/2002 - 01/21/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
01/21/1994 - 03/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/21/1994 - 03/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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