Unclaimed
Barry Wayne Hopkins is a financial advisor with over 25 years of experience in the industry. Barry is currently registered with Osaic Wealth, Inc. and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Barry has a wide range of experience, having worked for several firms in the past, including Securities America, Inc., Lincoln Financial Securities Corporation, Intercarolina Financial Services, Inc., MML Investors Services, Inc., MetLife Securities Inc., NYLIFE Securities Inc., and The Advisors Group, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
06/14/2024 - Present
Osaic Wealth, Inc. (GREENSBORO NC)
NC
11/15/2023 - 06/14/2024
SECURITIES AMERICA, INC. (GREENSBORO NC)
NC
04/06/2016 - 11/15/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NC
03/19/2003 - 04/07/2016
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
MA
09/17/2001 - 04/21/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/28/2000 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2000 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/27/1998 - 07/28/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MD
07/09/1998 - 08/14/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 07/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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