Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Yankelevitz is a financial advisor who has been in the industry since 1989. Barry is currently registered with Ausdal Financial Partners, Inc., and has been with the firm since December 2024. Previously, Barry was registered with Questar Capital Corporation, Mariner Financial Services, Inc., Advantage Capital Corporation, Northwestern Mutual Investment Services, Inc., and AMPAL Securities Corporation. Barry is a registered representative and investment advisor representative in multiple states. Barry has a background in accounting and holds a Certified Public Accountant (CPA) license. Barry also provides tax preparation services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
12/09/2024 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
FL
08/14/1997 - 06/30/2010
QUESTAR CAPITAL CORPORATION (FORT LAUDERDALE FL)
FL
02/27/1995 - 08/26/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
01/23/1992 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
WI
01/06/1992 - 02/18/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
NA
08/04/1986 - 09/19/1989
AMPAL SECURITIES CORPORATION
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/1986
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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