Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry W. Yerger is an active investment advisor registered with the state of Pennsylvania and Texas. Barry Yerger is a Managing Member of Upland Farms, LLC, an agricultural farmland business. Barry Yerger has been in the financial industry since 1992. Barry Yerger is currently registered with J.p. Morgan Securities LLC. Barry Yerger previously worked with IRC Securities LLC, Coastal Equities, Inc., FCG Advisors, LLC, Jesup & Lamont Securities Corp, Wachovia Securities, LLC, Prudential Securities Incorporated, Ferris, Baker Watts Incorporated, Alex. Brown & Sons Incorporated, Investors Center, Inc. Barry Yerger has 25 approved SRO registrations, 1 approved FINRA registration and 53 approved state registrations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
01/31/2023 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
NY
11/01/2022 - 01/06/2023
IRC SECURITIES LLC (NEW YORK NY)
DE
04/01/2020 - 12/14/2020
COASTAL EQUITIES, INC. (WILMINGTON DE)
DE
03/03/2009 - 04/12/2018
FCG ADVISORS, LLC (WILMINGTON DE)
DE
11/02/2004 - 03/05/2009
JESUP & LAMONT SECURITIES CORP (WILMINGTON DE)
MO
07/01/2003 - 11/18/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/07/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MD
03/04/1997 - 06/13/2000
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NA
10/07/1994 - 03/21/1997
ALEX. BROWN & SONS INCORPORATED
NY
04/01/1989 - 11/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/20/1988 - 02/28/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
BOTH
Issued 01/30/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2022
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Barry Yerger is the right advisor for you? Invested Better is here to help.
