Unclaimed
Jody Barish is a registered representative with Commonwealth Financial Network, a financial services firm with over 3,000 employees. Commonwealth Financial Network provides investment advisory services, financial planning, and other financial services to a variety of clients, including individuals, families, and businesses. Jody Barish has over two years of experience in the financial services industry.
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
NC
05/02/2024 - Present
Commonwealth Financial Network (RALEIGH NC)
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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