Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Barry is a financial advisor with over 20 years of experience in the industry. Kevin has been registered with Hilltop Securities Inc. since December 2019 and previously worked with The Huntington Investment Company, Piper Jaffray & Co., Fifth Third Securities, Inc., McDonald Investments Inc., and Dean Witter Reynolds Inc. Kevin is licensed to provide financial advice in 53 states and districts. Kevin's areas of expertise include portfolio management, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
12/23/2019 - Present
Hilltop Securities Inc. (DALLAS TX)
OH
11/16/2016 - 12/24/2019
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
03/30/2011 - 11/23/2016
PIPER JAFFRAY & CO. (WESTLAKE OH)
OH
01/17/2002 - 04/05/2011
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
08/14/2000 - 12/07/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/22/1999 - 08/04/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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