Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Barry is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jay has 5 years of experience in the financial industry. He holds Series 7TO, SIE and Series 66 licenses. Jay is registered to provide investment advice in all 50 states and the District of Columbia. Jay provides various services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Jay is also registered as an Investment Advisor Representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
05/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
BOTH
Issued 7/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/3/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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