Unclaimed
Barbara Vaughan Redstone is an investment advisor representative with Ameritas Advisory Services, LLC in Plano, Texas. Barbara has been in the industry since 1997 and has a wide range of experience. Barbara is registered with the state of Texas as an investment advisor representative. Barbara holds the following licenses: Series 6, Series 7, Series 24, Series 51, and Series 63. Barbara has a strong commitment to providing her clients with personalized financial advice and is dedicated to helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (PLANO TX)
TX
08/18/2010 - 12/31/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
01/08/2010 - 08/12/2010
MML INVESTORS SERVICES, INC. (DALLAS TX)
TX
01/30/2009 - 01/07/2010
WOODLANDS SECURITIES CORPORATION (DALLAS TX)
MS
07/15/1999 - 12/05/2008
AIG RETIREMENT ADVISORS, INC. (RIDGELAND MS)
TX
07/15/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NJ
11/20/1998 - 07/26/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
OH
11/11/1996 - 11/20/1998
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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