Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Green is a registered investment advisor with Independent Financial Partners. Barry has been working in the financial industry since 1986. Barry is licensed to provide investment advice in Florida, New Jersey and Pennsylvania. Barry has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Barry provides investment advice to clients in the form of financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
03/15/2016 - Present
Independent Financial Partners (Land O' Lakes FL)
FL
08/22/2013 - 11/03/2014
G.F. INVESTMENT SERVICES, LLC (TAMPA FL)
FL
02/21/2013 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
02/09/2012 - 12/31/2012
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
06/01/2009 - 01/06/2012
MORGAN STANLEY SMITH BARNEY (CLEARWATER FL)
FL
09/05/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEARWATER FL)
NY
02/15/1988 - 09/29/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/07/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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