Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Tate is a financial advisor with over 17 years of experience in the industry. Barry is currently registered with LPL Financial LLC and is also registered with the state of Texas. Barry has a wide range of experience, having previously worked with Kestra Investment Services, LLC, Ameriprise Financial Services, Inc., and Edward Jones. Barry is also a business owner of Tate Cinnaholic Ventures LLC. Barry holds multiple licenses including the Series 63, Series 66, Series 7, and the SIE Exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/06/2023 - Present
LPL Financial LLC (MAGNOLIA TX)
TX
09/13/2019 - 11/07/2023
KESTRA INVESTMENT SERVICES, LLC (Magnolia TX)
TX
08/23/2013 - 09/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MAGNOLIA TX)
TX
04/19/2006 - 08/27/2013
EDWARD JONES (MAGNOLIA TX)
BOTH
Issued 02/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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