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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Grossman is a financial advisor registered with Morgan Stanley. Barry has been in the industry since 2003. He is registered to offer securities in multiple states. Barry's primary focus is providing financial planning, educational seminars, and portfolio management for individuals and businesses. He is affiliated with Morgan Stanley, which is one of the largest financial services companies in the world.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/01/2021 - Present
Morgan Stanley (Newport Beach CA)
MO
05/05/2021 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
PA
06/16/2003 - 03/20/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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