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 at Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the financial services industry since 2006 and has experience working with a variety of clients including individuals, high net worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Matthew is registered in numerous states and has multiple licenses and registrations, including the Series 7, Series 66, and SIE exams. Matthew offers a range of services including portfolio management, investment advisory services, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/22/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA MD)
NJ
02/26/2007 - 07/17/2007
NYLIFE SECURITIES LLC (EDISON NJ)
FL
09/26/2006 - 11/29/2006
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (FT. LAUDERDALE FL)
BOTH
Issued 09/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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