Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Johnson Barry is an investment advisor representative who is currently registered with Centerpoint Advisors, LLC in Needham, MA. Mark has been in the industry for over 10 years and has held previous positions at WOOD (ARTHUR W.) COMPANY, INC. and DETWILER FENTON WEALTH MANAGEMENT INC. Mark holds Series 66, 7TO, SIE and Series 7 licenses and specializes in providing financial planning, portfolio management for businesses and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
04/08/2013 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
MA
04/28/2017 - 04/27/2021
WOOD (ARTHUR W.) COMPANY, INC. (Needham MA)
MA
03/06/2013 - 05/28/2015
DETWILER FENTON WEALTH MANAGEMENT INC (NEEDHAM MA)
BOTH
Issued 03/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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