Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Barrer is a financial advisor who has been in the industry since 1994. Currently, David is registered with Pentegra Distributors Inc. and has been with this firm since March 4, 2016. David has worked with Woodbury Financial Services, Inc., 1717 Capital Management Company, Washington Square Securities, Inc., American United Life Insurance Company, Washington Square Securities, Inc. and AMEV Investors, Inc.. David has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams. David is currently registered with the state of Kentucky.
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.
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.
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2
CT
03/04/2016 - Present
Pentegra Distributors Inc. (SHELTON CT)
KY
08/06/2003 - 09/05/2008
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
DE
02/10/1997 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CT
03/14/1996 - 02/13/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
08/07/1987 - 02/12/1997
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
CT
05/17/1994 - 12/31/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
03/12/1987 - 12/31/1988
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 10/13/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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