Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Robert Hess is a financial advisor at Ameriprise Financial Services, LLC. Barry has been in the financial industry since 1981. Barry has a range of certifications including Series 3, 5, 7, and 63 licenses, along with the SIE exam. Ameriprise Financial Services, LLC has offices in Montclair and Wyckoff, New Jersey. Barry is a registered investment advisor in New Jersey and Texas and offers a variety of financial services including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Asset allocation services
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
NJ
11/20/2019 - Present
Ameriprise Financial Services, LLC (Montclair NJ)
NJ
06/01/2009 - 01/11/2012
MORGAN STANLEY SMITH BARNEY (RIDGEWOOD NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
02/02/1990 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGEWOOD NJ)
NY
05/18/1981 - 02/10/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 09/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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