Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR. Barry Hardy is a financial advisor with over 40 years of experience in the industry. R. Barry Hardy is currently registered with SPC and previously worked with MML INVESTORS SERVICES, LLC and G. R. PHELPS & CO., INC.. R. Barry Hardy holds several industry licenses and designations including Series 6, Series 22, Series 63, and SIE. R. Barry Hardy specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations, and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
08/02/2024 - Present
SPC (ANN ARBOR MI)
OH
03/01/1996 - 05/17/2022
MML INVESTORS SERVICES, LLC (LIMA OH)
NA
04/09/1981 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/07/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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