Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thornton Barr is a financial advisor at Osaic Wealth, Inc., a firm with a strong focus on providing financial advice to individuals and businesses. Matthew has extensive experience in the financial services industry, having worked at multiple firms over the last 20 years.
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.
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.
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.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
WA
09/06/2016 - 07/17/2020
INVESTACORP, INC. (SEATTLE WA)
CO
09/08/2015 - 08/05/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
09/08/2008 - 07/31/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
10/09/2006 - 07/31/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NJ
01/14/2005 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
01/28/2002 - 01/14/2005
STONE & YOUNGBERG LLC (SAN FRANCISCO CA)
MA
10/17/2001 - 01/31/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/17/2001 - 01/31/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/18/1997 - 06/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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