Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Barry is a financial advisor with Commonwealth Financial Network. Geoffrey has been in the financial services industry since 1996. Geoffrey is registered with the state of California as an investment advisor representative. He has a wide range of experience in the financial services industry, including experience with Principal Securities, Inc., New England Securities, and Pruco Securities Corporation. Geoffrey is committed to providing his clients with personalized financial advice and guidance.
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.
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2
CA
05/17/2023 - Present
Commonwealth Financial Network (Fresno CA)
CA
11/04/1997 - 05/22/2023
PRINCIPAL SECURITIES, INC. (Fresno CA)
NY
09/24/1997 - 11/03/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
11/07/1996 - 09/10/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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