Unclaimed
Barry Richard Rittman is a financial professional with over 28 years of experience in the industry. Barry is currently registered with GWN Securities Inc. and Money Concepts Capital Corp. Barry has a strong background in the financial services industry, having held previous positions with PMG Securities Corporation, M. J. Whitman, Inc., Concord Financial Group, Inc., and G. K. Scott & Co., Inc. Barry is a Series 27, Series 99TO, and SIE licensed professional, providing a range of financial services. Barry specializes in individual portfolio management, market timing services, and financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
03/11/2004 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
06/27/1996 - 05/28/2003
PMG SECURITIES CORPORATION (ELGIN IL)
NY
09/14/1995 - 06/10/1996
M. J. WHITMAN, INC. (NEW YORK NY)
MD
01/25/1994 - 09/30/1994
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
NY
11/28/1989 - 10/24/1990
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
BC
Issued 11/27/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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