Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry E Gunnels is a financial professional with over 20 years of experience in the industry. Barry is currently registered with Principal Securities, Inc. as a Registered Representative and Investment Advisor Representative. Barry is also licensed in several states including Alabama, California, Iowa, Louisiana, Oklahoma and Texas. Barry's areas of specialization include Asset Allocation, Portfolio Management, Retirement Planning, Estate Planning, and Insurance. Barry has a strong commitment to helping clients 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.
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
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2
TX
01/01/2022 - Present
Principal Securities, Inc. (ADDISON TX)
CA
07/12/1999 - 10/23/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
07/09/1997 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
BC
Issued 02/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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