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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry William Courson is a financial advisor with Ameriprise Financial Services, LLC, registered with the state of Pennsylvania and Texas. Barry is a registered representative with the firm, and has been in the industry since June 2014. Barry has a Series 7 and Series 66 license. He is a co-owner of a small business that provides investment-related services. Barry provides financial planning, asset allocation services, pension consulting, and educational seminars. He also manages portfolios for individuals and businesses. Barry has experience with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Prior to working with Ameriprise Financial Services, LLC Barry worked with Waddell & Reed, Inc., Citizens Securities, Inc. and other firms.
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.
Asset allocation services
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.
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2
PA
01/08/2021 - Present
Ameriprise Financial Services, LLC (Pittsburgh PA)
PA
02/01/2018 - 08/17/2020
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
06/18/2014 - 02/01/2018
WADDELL & REED (PITTSBURGH PA)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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