Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Joseph Barfield has been a financial professional for over twenty years. Edward is a Registered Representative and Investment Advisor Representative with Geneos Wealth Management, Inc. and holds Series 6, 7, 24 and 66 securities licenses. Edward is also a Chartered Financial Consultant. He has a proven track record of helping individuals and families achieve their financial goals. Edward is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Edward specializes in working with high-net-worth individuals, families, corporations and charitable organizations.
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.
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2
MO
03/23/2021 - Present
Geneos Wealth Management, Inc. (Kirkwood MO)
MO
09/20/2019 - 03/25/2021
CETERA ADVISOR NETWORKS LLC (KIRKWOOD MO)
MO
09/03/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (KIRKWOOD MO)
MO
06/10/2003 - 08/16/2010
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
NY
01/05/2001 - 06/18/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
OH
09/05/2000 - 01/03/2001
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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