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Barrett Burns Kollme

Wells Fargo Securities, LLC

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About Barrett Burns Kollme

Barrett Burns Kollme is a financial advisor who has been working in the industry since December 26, 1994. Barrett is currently registered with Wells Fargo Securities, LLC and has been with the firm since July 1, 2003. Previously, Barrett worked at Wachovia Securities, LLC from January 20, 2000 to July 1, 2003 and Legg Mason Wood Walker, Incorporated from December 15, 1994 to January 7, 2000. Barrett is currently registered in North Carolina. Barrett holds the following licenses: Series 63, Series 7, Series 10, Series 24, Series 79TO, Series 99TO and SIE.

Firm Information

Barrett Kollme is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Barrett Kollme’s Registration & Firm History

NC

07/01/2003 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

MO

01/20/2000 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MD

12/15/1994 - 01/07/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BC

Issued 12/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Barrett Burns Kollme.
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