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 Wong is a financial advisor with over 26 years of experience in the industry. Barry is currently registered with Diversify Advisory Services, LLC, where Barry provides financial planning and portfolio management services to individuals, families, and businesses. Barry has a wide range of experience, having previously worked for U.S. BANCORP INVESTMENTS, INC., FISERV INVESTOR SERVICES, INC., CUNA BROKERAGE SERVICES, INC., BA INVESTMENT SERVICES, INC., and WELLS FARGO SECURITIES INC. Barry holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE designation. Barry is also a Certified Financial Planner. Barry is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
10/03/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
CA
10/29/2002 - 09/28/2022
U.S. BANCORP INVESTMENTS, INC. (FAIRFIELD CA)
TX
01/23/2001 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
06/23/1999 - 01/19/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
07/28/1997 - 07/01/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
10/29/1996 - 07/17/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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