Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Metzger is a financial advisor with over 20 years of experience in the industry. Barry is currently registered with Charles Schwab & CO., Inc. and has previously worked for firms including TD Ameritrade, Inc., OptionsXpress, Inc., and BrokersXpress LLC. Barry has passed numerous industry exams including the Series 66, Series 27, Series 24, Series 99TO, Series 31, and Series 7. Barry is a licensed advisor in 51 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
10/15/2014 - Present
Charles Schwab & CO., Inc. (Chicago IL)
NE
10/13/2020 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
IL
08/10/2012 - 01/02/2018
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
04/05/2006 - 12/07/2012
BROKERSXPRESS LLC (CHICAGO IL)
IL
12/04/2003 - 03/29/2006
MORGAN STANLEY DW INC. (CHICAGO IL)
BOTH
Issued 12/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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