Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry D. Sartain is a financial advisor at Edward Jones. He is based in Gun Barrel City, Texas. Barry has been in the financial services industry since 1997. He has experience in a variety of areas, including portfolio management, financial planning, and pension consulting. He is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
TX
11/10/2017 - Present
Edward Jones (GUN BARREL CITY TX)
TX
11/03/2014 - 09/12/2017
NYLIFE SECURITIES LLC (LINDALE TX)
OH
11/13/2012 - 09/05/2014
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
TX
05/20/2003 - 08/08/2012
WOODMEN FINANCIAL SERVICES, INC. (VAN TX)
NY
05/07/2002 - 05/09/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
04/16/1997 - 03/25/2002
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BOTH
Issued 11/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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