Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Barrera is a financial advisor with over 10 years of experience in the industry. Abraham is currently registered with Wealth Enhancement Advisory Services, LLC, which is based in Plymouth, MN. Abraham is also registered with the state of Texas, which is where Abraham works. Abraham has a variety of experience in the financial industry and holds Series 6, 7, 63 and 65 licenses, along with the SIE exam. Before working with Wealth Enhancement Advisory Services, LLC, Abraham worked for LPL FINANCIAL LLC, BBVA SECURITIES INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
TX
10/23/2020 - Present
Wealth Enhancement Advisory Services, LLC (HOUSTON TX)
TX
10/15/2020 - 12/12/2022
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 09/25/2020
BBVA SECURITIES INC. (HOUSTON TX)
TX
01/03/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MCALLEN TX)
TX
12/15/2009 - 10/14/2010
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
IA
Issued 06/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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