Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward A. Barber is a financial advisor with over 15 years of experience in the industry. Edward A. Barber is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2017. Prior to that, Edward A. Barber held positions at several other financial institutions, including Deutsche Bank Securities Inc., Citigroup Global Markets Inc., Liberty Pacific Securities, LLC, Lehman Brothers Inc., and Seafirst Investment Services, Inc. Edward A. Barber holds a Series 6, 7, 63, and 66 license and is registered in multiple states.
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.
1
2
CA
07/20/2017 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
NY
07/28/2005 - 02/27/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/25/2004 - 05/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/10/2003 - 07/20/2004
LIBERTY PACIFIC SECURITIES, LLC (NEW YORK NY)
NY
03/27/2001 - 07/10/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
WA
04/21/1993 - 07/09/1996
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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