Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Todd Wayne is a financial advisor with Fidelity Personal and Workplace Advisors. Barry has been in the industry since 2007 and holds a Series 6, 7, 9, 10, 24, 63, and 66 license. Barry is a Certified Financial Planner and has experience working with individuals, families, and businesses. Barry is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/17/2021 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
07/30/2010 - 01/11/2021
TD AMERITRADE, INC. (SHORT HILLS NJ)
NJ
06/05/2007 - 07/16/2010
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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