Unclaimed
Barry Amos Teague is a financial professional with over 50 years of experience in the financial services industry. Barry is currently registered with Equity Services, Inc. and has been with the firm since October 1977. Barry holds several licenses and certifications, including Series 7, Series 63, Series 24, and Series 99. Barry is also a Chartered Financial Consultant. Barry provides financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/08/2002 - Present
Equity Services, Inc. (CHARLOTTE NC)
NA
10/27/1970 - 09/25/1977
JEFFERSON-PILOT EQUITY SALES, INC.
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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