Unclaimed
Barrett H Banister is an investment advisor representative with The Wealth Consulting Group. Barrett is a registered investment advisor with experience in financial planning and portfolio management for individuals. Barrett holds Series 7TO, Series 66, and SIE licenses and is registered in Arkansas, Kansas, and Missouri.
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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2
NV
02/06/2024 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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