Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Barry is a financial advisor with over 30 years of experience in the financial services industry. Edward is currently registered with Raymond James Financial Services Advisors, Inc. Edward holds the following licenses: Series 6, 7, 24, 51, and 63 and has been registered with the state of Connecticut since 2009. Edward has also held previous registrations with Advest, Inc., Legg Mason Wood Walker, Incorporated, Moseley Securities Corporation, New England Securities Corporation, and Pruco Securities Corporation. Edward is a Registered Representative and Investment Advisor Representative and provides financial planning services to individuals, businesses, and institutional clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
10/25/2021 - Present
Raymond James Financial Services Advisors, Inc. (AVON CT)
CT
07/08/1994 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
MD
02/26/1988 - 07/14/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
02/17/1987 - 03/05/1988
MOSELEY SECURITIES CORPORATION
NA
07/29/1985 - 04/15/1987
NEW ENGLAND SECURITIES CORPORATION
NA
01/01/1985 - 08/16/1985
PRUCO SECURITIES CORPORATION
BC
Issued 12/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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