Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry William Albalah is a financial advisor with PFS Investments Inc. based in Lyndhurst, NJ. Barry has been in the financial services industry since 1998. Barry holds Series 7, 63, 65 and SIE licenses. Barry has previously worked for several firms including Royal Alliance Associates, Inc., Northwestern Mutual Investment Services, LLC, Fleet Enterprises, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Barry's specializations include portfolio management for individuals. Barry's firm, PFS Investments Inc. is based in Duluth, Georgia. PFS Investments Inc. is a registered investment adviser with the Securities and Exchange Commission (SEC). PFS Investments Inc. provides financial advisory services to individuals, corporations, and charitable organizations.
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.
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
NJ
02/27/2008 - Present
PFS Investments Inc. (LYNDHURST NJ)
GA
02/14/2005 - 02/14/2006
PFS INVESTMENTS INC. (DULUTH GA)
AZ
01/28/2003 - 02/03/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WI
06/24/1998 - 05/30/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
05/22/1996 - 07/12/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
MN
02/03/1995 - 06/09/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/03/1995 - 06/09/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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