Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barrie? Claim Your ProfileBarrie Rae is a financial advisor who has been in the industry since 1997. Barrie is currently registered with Hantz Financial Services, Inc. and provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Barrie is registered in 18 states and holds Series 7, Series 24, Series 63, and Series 65 licenses. Barrie's previous employers include Vestax Securities Corporation, Concord Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
1
2
MI
10/24/2011 - Present
Hantz Financial Services, Inc. (MARQUETTE MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
07/30/1997 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/1997 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barrie Rae is the right advisor for you? Invested Better is here to help.
