FW_Sean Barry 093 5×7 LRG

Sean Barry, CRPC®

Financial Advisor

CUSO Financial Services, L.P.

at FAIRWINDS Credit Union

Check the background of this investment professional on FINRA BrokerCheck

Experience

Since 2004, Sean has been providing investment and retirement planning advice. As a Chartered Retirement Planning Counselor™, Sean focuses on wealth protection and distribution strategies for his client’s retirement plans. Having worked for some of the large brokerage firms and insurance companies, he has an extensive array of experience in protected growth, tax­free income, and death benefits. Sean’s clients can be confident knowing he will employ many strategies to help them meet their long-term goals.

Commitment

Originally from Sea Girt, NJ, Sean has made a home
in Central Florida for more than 25 years. As an active Blankner School PTSA member and volunteer where his wife teaches fourth grade, he also coaches youth softball and baseball. He has deep roots in the Orlando community and devotes his time to his family when he is not working.

Licensing

  • Series 7, 31, 63, and 65 licenses
  • Chartered Retirement Planning Counselor™
  • Bachelor of Arts, Saint Leo University

Contact Me

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.