Unclaimed
Barney Edgar Barnes is a financial advisor with over 30 years of experience in the financial services industry. Barney is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and Series 63 licenses. Barney works with Mariner Wealth, a firm with over 700 investment advisor representatives and more than 81 billion dollars in assets under management. Barney has worked with Mariner Wealth since 2009 and also works with MSEC, LLC since 2011. Barney works with a variety of clients including high-net-worth individuals, insurance companies, corporations, pension plans, and charitable organizations. Barney specializes in financial planning, investment management, portfolio management for businesses and individuals, and pension consulting.
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.
Family office services
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.
1
2
KS
05/11/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
03/02/2011 - 11/16/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
06/25/2009 - 03/01/2011
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
01/01/2008 - 05/19/2009
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
08/05/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
NY
07/08/1991 - 07/28/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 07/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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