Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Barr is a financial advisor with PFS Investments Inc. Matthew Barr has been in the industry since 2011. Matthew Barr is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and is licensed to offer investment advice in Connecticut, Massachusetts, and Texas. Matthew Barr has also worked with CETERA FINANCIAL SPECIALISTS LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
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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2
CT
06/02/2018 - Present
PFS Investments Inc. (MILFORD CT)
CT
12/23/2011 - 05/03/2013
CETERA FINANCIAL SPECIALISTS LLC (CHESHIRE CT)
MN
03/26/2002 - 10/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/2002 - 10/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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