Unclaimed
Robert Clement Barry is a financial professional who has been in the industry for over 40 years. Robert has held various roles at multiple firms, including Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, demonstrating a breadth of experience. Currently, Robert works as a registered representative for Founders Financial Securities LLC, a firm with over $1 billion to $10 billion in assets under management. Robert has expertise in providing financial planning, portfolio management for individuals and businesses, and pension consulting. His specializations include investment strategies for retirement, education, estate planning, and insurance. Robert is also the president of Barry & Campagna Financial Services, Inc.
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.
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.
1
2
MA
10/07/2013 - Present
Founders Financial Securities LLC (East Falmouth MA)
MA
05/04/1981 - 10/02/2013
SIGNATOR INVESTORS, INC. (WOBURN MA)
MA
05/04/1981 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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