Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barton? Claim Your ProfileBarton Greenberg is a financial advisor with B. Riley Wealth Advisors, Inc. in Memphis, TN. Barton has been in the industry since 1993. Barton is a registered representative with FINRA and the state of Tennessee and is also a registered investment advisor representative. Barton offers a variety of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Barton has previously been affiliated with National Securities Corporation, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., UBS Paine Webber Inc., and Dean Witter Reynolds Inc.
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.
A percentage of the total value of assets under management is charged.
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2
TN
02/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Memphis TN)
FL
02/23/2022 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
TN
02/13/2013 - 03/07/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
09/15/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
12/11/2000 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/24/1990 - 02/01/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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