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 Naiditch is a financial advisor registered with Transamerica Financial Advisors, Inc. and has been in the financial services industry since June 19, 1996. Barry has been with Transamerica Financial Advisors, Inc. since January 6, 2012. Barry holds Series 4, 6, 7, 24, 26, 63, and 65 licenses and is registered in California. Prior to joining Transamerica Financial Advisors, Inc., Barry was registered with World Group Securities, Inc., WMA Securities, Inc., First Affiliated Securities, Inc., and Stern Financial Securities, Inc. Barry specializes in providing financial planning and portfolio management services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (San Diego CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)
GA
04/03/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
NA
11/13/1987 - 12/08/1988
FIRST AFFILIATED SECURITIES, INC.
NA
02/26/1987 - 06/09/1988
STERN FINANCIAL SECURITIES, INC.
IA
Issued 06/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/18/1988
Series 4 - Registered Options Principal Examination
BC
Issued 02/17/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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