Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Steven Bass is a financial advisor with over 18 years of experience in the industry. Barry Steven Bass is registered with Raymond James Financial Services Advisors, Inc. and has a Series 6, 7, 24, 63, and 65 license. Barry Steven Bass is also a Certified Financial Planner and a Chartered Financial Consultant. Barry Steven Bass has previously been employed by M&T SECURITIES, INC. Barry Steven Bass specializes in providing financial advice to high-net-worth individuals, businesses, and pension and profit-sharing plans. Barry Steven Bass also offers financial planning, portfolio management, and investment advisory 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (Hagerstown MD)
MD
09/23/2004 - 07/10/2015
M&T SECURITIES, INC. (ROCKVILLE MD)
IA
Issued 11/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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