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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 Kingston is a financial advisor at UBS Financial Services Inc. with over 38 years of experience in the financial services industry. Barry has a strong track record of success in helping clients achieve their financial goals. He has held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Barry is licensed in the state of Massachusetts and holds several professional licenses, including Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65. He has a deep understanding of the financial markets and a commitment to providing his clients with personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
MA
01/12/2012 - Present
UBS Financial Services Inc. (WELLESLEY MA)
MA
06/01/2009 - 01/20/2012
MORGAN STANLEY SMITH BARNEY (WESTBOROUGH MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTBOROUGH MA)
MA
07/26/1984 - 04/02/2007
MORGAN STANLEY DW INC. (WESTBOROUGH MA)
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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