Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christi? Claim Your ProfileChristi Vernon Barnes is a financial advisor with over 30 years of experience in the industry. Christi has been registered with Ameritas Advisory Services, LLC since November 2021. Before that, Christi was a registered representative with Sanders Morris Harris Inc., Southwest Securities, Inc., Prudential Securities Incorporated and Rauscher Pierce Refsnes, Inc.. Christi has a wide range of experience in the financial services industry, including investment advisory services, insurance, and financial planning. Christi is committed to providing clients with personalized financial advice and solutions.
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.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (Dallas TX)
TX
01/11/2001 - 09/13/2011
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
09/02/1993 - 01/11/2001
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
07/31/1989 - 09/24/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
11/21/1986 - 08/07/1989
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
IA
Issued 12/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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