Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Weiss is a financial advisor with over 45 years of experience in the financial services industry. Barry is currently registered with Wells Fargo Clearing Services, LLC. Barry's career began at Bache & Co., Incorporated in 1975. Since then, Barry has worked for various firms including Prudential Securities Incorporated and Bache Halsey Stuart Inc. Barry has a wide range of experience in the financial services industry, having held various roles including Financial Advisor and Registered Representative. Barry offers financial planning services and portfolio management services to individuals and businesses. Barry is registered with the Securities and Exchange Commission as an investment advisor representative. Barry is also registered with 39 states as a broker-dealer and investment advisor representative. Barry provides a variety of services to his clients including financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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.
1
2
MA
09/30/2015 - Present
Wells Fargo Clearing Services, LLC (WALTHAM MA)
NY
09/16/1977 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
09/25/1975 - 02/27/1976
BACHE & CO., INCORPORATED
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 09/20/1975
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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