Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Barry is a financial professional with over 30 years of experience in the financial services industry. Kevin Barry is registered with GWN Securities Inc. and is a Certified Financial Planner. Kevin Barry is a registered representative with FINRA and a registered investment advisor. Kevin Barry has also been registered in the past with MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company and CitiStreet Equities LLC. Kevin Barry specializes in providing financial planning services to individuals, businesses and high-net-worth individuals. Kevin Barry also provides portfolio management services to individuals and businesses. Kevin Barry has a strong track record of success in helping clients achieve their financial goals.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/03/2020 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MA
03/25/2017 - 08/07/2020
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
11/29/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WOODBRIDGE NJ)
NJ
11/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
01/03/1989 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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