Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Haas has been in the securities industry since December 24, 1996 and is currently registered with Raymond James Financial Services Advisors, Inc. Barry Haas holds Series 7, 9, 24, 53, 55, 57TO and SIE licenses. Barry Haas also holds a Series 63 license. Barry Haas is a Registered Representative and Investment Advisor Representative in Florida and New York. Barry Haas is also a Chartered Financial Analyst. Barry Haas has experience with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions. Barry Haas is also affiliated with Haas Investment Management, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Syosset NY)
NY
12/11/1996 - 01/31/2002
SWISS AMERICAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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