Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barclay? Claim Your ProfileBarclay Kendall Callender is a financial advisor with over 10 years of experience in the financial services industry. Barclay is currently registered with The Wealth Consulting Group and holds Series 7 and 66 licenses as well as the SIE exam. Barclay previously worked with NEW ENGLAND SECURITIES. Barclay specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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NV
05/07/2021 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
NV
03/22/2011 - 11/21/2014
NEW ENGLAND SECURITIES (LAS VEGAS NV)
BOTH
Issued 05/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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