Barry Steele Location
- Harrodsburg, KY, US
Barry Steele Work
- 2012 - now Investment Executive @ Raymond James Financial Services
- 2008 - 2012 Business Financial Advisor @
- 2006 - 2008 Financial Advisor and Corporate Stock Option Manager @
- 2004 - 2006 Financial Advisor and CFM - Certified Financial Manager @
Barry Steele Education
- Thomas Edison State University
Bachelor of Science Technical Studies (Applied Science and Technology)
2024 - 2025 - The American College of Financial Services
CLU® (Life Insurance and the underwriting process)
2020 - 2023 - The American College of Financial Services
Chartered Financial Consultant ChFC® (Financial Planning)
2020 - 2022 - National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Retirement Plans)
2021 - 2021 - Sullivan University
(Business)
2003 - 2004 - Naval Nuclear Power School
(Electrical Engineering, Nuclear Power)
1985 - 1987 - Boyle County High School 1980 - 1985
Barry Steele Skills
- Financial Advisory
- Securities
- Retirement
- Marketing
- Financial Services
- Training
- Business Development
- Investment Advisory
- Investments
- Portfolio Management
- Wealth Management
- Financial Risk
- Mutual Funds
- Strategic Financial Planning
- Strategic Financial
- Insurance
- Microsoft Office
- Employee Benefits
- Wealth Management Services
- Retirement Planning
- Finance
- Series 7
- Asset Management
- Management
- Financial Analysis
- Financial Planners
- Wealth
- Estate Planning
Barry Steele Summary
- Barry Steele, based in Harrodsburg, KY, US, is currently a Investment Executive at Raymond James Financial Services. Barry Steele brings experience from previous roles at Ameriprise Financial Services, Inc., UBS Financial Services and Merrill Lynch. Barry Steele holds a 2024 - 2025 Bachelor of Science Technical Studies in Applied Science and Technology @ Thomas Edison State University. With a robust skill set that includes Financial Advisory, Securities, Retirement, Marketing, Financial Services and more. Barry Steele has 1 mobile phone numbers on RocketReach.
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