Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Elijah Womble is a financial advisor with over 17 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Barry Elijah Womble has previously been employed by firms such as Capital One Investing, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and UBS Financial Services Inc. Barry Elijah Womble holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam, and is registered in 27 states.
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.
Investment consulting services to institutional clients
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
VA
03/27/2019 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
VA
09/09/2016 - 08/13/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
02/05/2016 - 09/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNANDALE VA)
DC
06/18/2015 - 01/12/2016
PNC INVESTMENTS (WASHINGTON DC)
PA
06/09/2014 - 03/20/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
VA
12/18/2009 - 02/25/2010
MML INVESTORS SERVICES, INC. (VIENNA VA)
NC
09/12/2006 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
DC
09/14/2004 - 09/19/2006
ICMA-RC SERVICES, LLC (WASHINGTON DC)
NY
06/26/2003 - 04/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/13/2002 - 07/21/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
05/03/2001 - 06/12/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
04/18/2001 - 05/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/22/2000 - 03/20/2001
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NC
07/08/1999 - 02/22/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/03/1999 - 06/25/1999
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Barry Womble is the right advisor for you? Invested Better is here to help.
