Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Greenberg is a financial advisor with over 30 years of experience in the industry. Barry is currently registered with Robert W. Baird & Co. Inc. Barry specializes in a variety of financial products and services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Barry is also registered as an investment advisor in Florida and Texas.
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.
See schedule d
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.
Hard dollar payments for research
1
2
TX
07/22/2004 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
CO
06/04/2003 - 10/16/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
03/09/2002 - 09/25/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
09/11/2000 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NJ
08/14/2000 - 09/12/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/09/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
MO
05/11/1998 - 06/12/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
TX
10/16/1995 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
TX
06/05/1992 - 11/03/1995
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
01/18/1990 - 06/18/1992
THE PRINCIPAL/EPPLER, GUERIN & TURNER, INC. (DALLAS TX)
IA
03/02/1988 - 03/05/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
01/21/1987 - 06/04/1987
EPPLER, GUERIN & TURNER, INC.
IA
Issued 12/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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