Barry M. Weinstein*, CPA
Financial Professional
Barry M.Weinstein is a Chicago native who has recently relocated to Tampa.
Barry began his career in 1985 with a degree in Accounting and Economics from Illinois State University and became a CPA soon thereafter. Barry practiced accounting in suburban Chicago focusing on small businesses and individual tax preparation. Nearly 30 years ago Barry added financial services to his accounting practice and found great satisfaction in helping people to plan and execute for their financial futures soon began working in financial services full time. Since then, Barry has developed a thriving practice assisting individuals and business owners with all aspects of financial planning while focusing on traditional financial and insurance instruments.
Barry currently holds registrations from the Financial Industry Regulatory Authority (FINRA) including Series 6 Investment Companies and Variable Contracts Products Representative, Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law Registration, Series 65 Uniform Investment Advisor Registration, and Series 24 General Securities Principal Registration. Barry also has earned the title of Investment Advisor Representative.
When not helping to secure the financial futures of his clients, Barry is a competitive baker and avid photographer. Barry will tell you that above all, he is a lifelong Cubs fan and will always bleed Cubbie Blue.
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINR, SIPC. One Team Financial Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor.