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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Gordon Ellis is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Barry has been in the financial industry since January 13, 1994, and has extensive experience in investment consulting services. Barry's experience extends to both individual and institutional clients. In addition to financial planning, Barry has experience in pension consulting and providing guidance to clients in the selection of other financial advisors. Barry works with a variety of clients, including individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Barry is registered with the state of Georgia and Texas.
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.
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2
GA
08/25/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PEACHTREE CITY GA)
GA
01/14/1994 - 03/11/2008
EDWARD JONES (PEACHTREE CITY GA)
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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