Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Steindler is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Barton is a seasoned professional with over 14 years of experience in the financial services industry. Barton has extensive experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Barton is registered with the state of Michigan and Texas. Prior to joining Cambridge Investment Research Advisors, Inc., Barton was affiliated with Securities America, Inc., First Allied Securities, Inc., American Portfolios Financial Services, Inc. and Northwestern Mutual Investment Services, LLC.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
08/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Grand Rapids MI)
MI
05/02/2016 - 08/12/2021
SECURITIES AMERICA, INC. (GRAND RAPIDS MI)
MI
03/14/2014 - 05/04/2016
FIRST ALLIED SECURITIES, INC. (GRAND RAPIDS MI)
MI
03/01/2013 - 03/14/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
04/04/2008 - 03/04/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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