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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 Wayne Jateff is a financial advisor with Ameriprise Financial Services, LLC based in Chesterfield, MO. Barry has been in the financial industry since 1982. Barry's services include financial planning, portfolio management for businesses and individuals, and asset allocation services. Barry has held multiple roles within the financial industry and worked with several firms. Barry Jateff holds Series 7, 9, 10, 63 and 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
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2
MO
10/05/2009 - Present
Ameriprise Financial Services, LLC (CHESTERFIELD MO)
MO
09/26/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CHESTERFIELD MO)
MO
02/03/2000 - 09/26/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
08/17/1994 - 02/18/2000
ADVEST, INC. (HARTFORD CT)
NJ
01/02/1990 - 08/08/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/03/1982 - 01/10/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/16/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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