Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Barber is a financial advisor who has been working in the financial services industry since 1984. Currently, Barry is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with them since 2016. Prior to Merrill Lynch, Pierce, Fenner & Smith Inc., Barry was with UBS FINANCIAL SERVICES INC. from 2006 to 2016. Barry holds FINRA Series 3, 7, and 66 licenses. In addition to his financial services experience, Barry is also an active member of the Michigan High School Athletic Association and serves as a referee for high school football games. Barry has experience serving individuals, corporations, insurance companies, high net worth individuals, charitable organizations, pension and profit sharing plans, state or municipal government entities, and investment companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
02/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
10/13/2006 - 03/01/2016
UBS FINANCIAL SERVICES INC. (TROY MI)
MI
07/31/1993 - 10/23/2006
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
03/22/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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