Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Adam Tewes is a financial advisor with Principal Securities, Inc. and has been in the industry for 13 years. Barry is registered with FINRA, and holds the Series 6, 7, 26, 63 and 66 licenses. Barry is registered to provide investment advice in 52 states and the District of Columbia. Barry has been with Principal Securities, Inc. since 2011 and previously worked at PRINCOR FINANCIAL SERVICES CORPORATION from 2008 to 2009. Barry's experience includes working with clients on financial planning, retirement planning, and other financial needs. Barry's clients include individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/30/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
03/17/2008 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Tewes is the right advisor for you? Invested Better is here to help.
