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Barry Rabinowitz, CFP®

Barry Rabinowitz, CFP®

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Information

Other Names: Barry E Rabinowitz, Barry Rabinowitz
Firm: No Current Employment Listed
Description

Barry Rabinowitz, CFP, is a "Fee Only" investment advisor representative, (IAR) at Ber Financial Group LLC in Plantation, FL. We work with individuals in Broward and Palm Beach Counties, from Ft. Lauderdale to Boca Raton. Ber Financial Group LLC primarily manages accounts for individuals and high net worth individuals. ...(see more)

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
BER Financial Group, LLC 5 years, 10 months Dec 2008 - Present
Cross Border Tax & Accounting, LLC 10 months Jan 2008 - Nov 2008
Keats Connelly and Associates Inc. 2 years Nov 2006 - Nov 2008
Park Avenue Securities 8 months Feb 2006 - Oct 2006
Guardian Life Insurance Company of America 8 months Feb 2006 - Oct 2006
Uvest Financial Services Group 1 month Dec 2005 - Jan 2006
Jefferson Pilot Securities 1 year, 5 months Jun 2004 - Nov 2005
Exams
ExamSeriesPassed Date
Uniform Securities Agent State Law ExaminationSeries 63 01/29/1992
General Securities Representative ExaminationSeries 7 01/24/1992
National Commodity Futures ExaminationSeries 3 04/03/1991

Answers and Guides

Level 19 Level 19 Contributor 43 Answers and 11 Financial Guides

Top Answers

Answered Jan 09, 2012 near Fort Lauderdale, FL
7 votes
Hi: A bond ladder is used as follows: You allocate 10% of your funds to buying bonds maturing in 1 year, 10% in bonds maturing in 2 years....... the same going out to 10 years. So you have an average maturity of 5 years. This is usually a good strategy- ...(more)
Answered Jan 09, 2012 near Fort Lauderdale, FL
7 votes
hi: I do not know your age or your Asset Allocation to emerging markets. In general i recommend 10-15% allocation to emerging markets. I like buying what has done poorly recently, and emerging markets fell about 20% in 2011.
Answered Apr 25, 2012 near Fort Lauderdale, FL
7 votes
Depending on your age and risk tolerance, I would recommend 15-25%, divided among developed and emerging mkts.
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Top Guides

Laddering Bond Portfolios

Published May 17, 2012
2 votes
Laddering Bond Portfolios Individual investors have always worried about investing in the bond market at the wrong time, since a subsequent rise in interest rates, would result in a decline on the market price of ...(more)

There Are No Investment Experts

Published Jan 06, 2012
5 votes
Academic Study on Experts’ Predictions:A recent study by University of California Professor Philip Tetlock reviewed 24,450 predictions from 284 “ experts.” His study included predictions from the left, from the right, and optimistic as well ...(more)

What is Your Financial Plan?

Published Jan 06, 2012
1 vote
Over the past two years we have been on a roller coaster ride in the financial markets, and have seen the major stock market indices fall to a 12 year low, then rebound almost 100%, ...(more)
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*Answers and guides are provided without compensation.

Advisor Assets Under Management

help text
$24.0M
Total Assets
16
Clients
$1.5M
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

Individuals
High Net Worth Individuals

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

Regulator
License Status
Registered
Not registered
Disclosures

1 Regulatory Event

1 Regulatory Event

As of Date
03/04/2014
02/06/2014
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Compensation Arrangements

help text
Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.


Types of Compensation Arrangements