Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Macintosh Barry is a financial advisor with Truist Advisory Services, Inc. John has been a registered representative since September 2017 and has been in the financial industry since December 2003. John holds the Series 7, Series 63 and Series 65 licenses, as well as the SIE exam. Prior to joining Truist, John was associated with BB&T Securities, LLC in Richmond, VA. John specializes in providing financial planning, portfolio management, and financial profiling services to individuals, businesses, and organizations. John also provides wrap fee product and publication of periodicals services to 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.
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.
Wrap fee product and financial profiling services using desktop software
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
WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
09/07/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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