Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas R Barr Jr. is a financial advisor with Morgan Stanley, licensed to provide investment advice in Delaware, Pennsylvania, and Texas. Douglas has been a registered representative in the financial services industry since November 1980. Douglas's experience with Morgan Stanley spans back to June 2009. Douglas is also registered as an Investment Advisor Representative (IAR) in Delaware, Pennsylvania, and Texas. He has experience working with a variety of clients, including individuals, families, businesses, trusts, and retirement plans. Douglas provides a range of financial services, including financial planning, investment management, and retirement planning. Douglas is a Series 7, Series 63, and Series 65 licensed advisor.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DE
04/13/2018 - Present
Morgan Stanley (Greenville DE)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
11/24/1980 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
IA
Issued 10/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Douglas Barr is the right advisor for you? Invested Better is here to help.
