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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Barry is a financial advisor at Cetera Investment Advisers LLC. John has been in the financial services industry since May 2002. John is registered to provide investment advice in Massachusetts and Florida. John previously worked at VOYA FINANCIAL ADVISORS, INC. and AMERICAN EXPRESS FINANCIAL ADVISORS INC.. John holds Series 66, SIE and Series 7 licenses. Cetera Investment Advisers LLC is a registered investment advisor with over $104 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other services.
ROCKPORT, MA
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCKPORT MA)
MA
10/23/2002 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WALPOLE MA)
MN
05/17/2002 - 10/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/17/2002 - 10/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 6/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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