Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tucker? Claim Your ProfileTucker Barash is a financial advisor who has been in the industry since 2006. Tucker is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Tucker previously worked at Woodbury Financial Services, Inc. from July 2010 to January 2024. Tucker specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (MILL VALLEY CA)
CA
07/29/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MILL VALLEY CA)
NJ
07/13/2009 - 07/30/2010
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
08/25/2006 - 04/14/2009
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 03/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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