Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Jacobson is a financial advisor with over 30 years of experience in the financial services industry. Barry is currently registered with LPL Financial LLC and is licensed to provide financial advice in 33 states. Prior to joining LPL Financial LLC, Barry worked at First Albany Corporation and Shearson Lehman Hutton Inc. Barry is a highly qualified professional with a wide range of experience in financial planning, investment management, and retirement planning. Barry Jacobson is committed to providing personalized financial advice to help individuals and families reach their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
10/27/1995 - Present
LPL Financial LLC (ITHACA NY)
NY
01/25/1989 - 11/14/1995
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
02/15/1988 - 02/07/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/22/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1988
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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