Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Stuart Goldberg is a financial advisor registered with Commonwealth Financial Network and has been in the industry since December 20, 1981. Barry Goldberg's current registration with Commonwealth Financial Network is active in North Carolina, where Barry Goldberg has been registered since November 1, 2017. Barry Goldberg is also registered in California, Colorado, Delaware, Florida, Georgia, Idaho, Maryland, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, and Texas. Commonwealth Financial Network is a registered investment advisor with a main office in Waltham, Massachusetts. Commonwealth Financial Network has approximately 19,600 clients and 177 Billion dollars in assets under management. Commonwealth Financial Network provides financial planning, pension consulting, and portfolio management services. Commonwealth Financial Network does not provide market timing 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.
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.
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2
NY
11/01/2017 - Present
Commonwealth Financial Network (Suffern NY)
NC
04/08/2015 - 11/03/2017
NATIONAL PLANNING CORPORATION (PITTSBORO NC)
NJ
12/23/1997 - 04/13/2015
LPL FINANCIAL LLC (HACKETTSTOWN NJ)
NY
09/04/1991 - 11/28/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/13/1988 - 09/06/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/11/1988 - 04/22/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/27/1981 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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