Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Kenneth Barnes is an Investment Advisor Representative at Edelman Financial Engines. Everett has been working in the financial services industry since 2000. Everett is licensed to provide advisory services in Indiana and Texas. Previously, Everett Kenneth Barnes was registered with Chase Investment Services Corp., Online Brokerage Services, BANC ONE SECURITIES CORPORATION, EDWARD JONES, PRIMEVEST FINANCIAL SERVICES, INC., MetLife Securities Inc., Metropolitan Life Insurance Company, and Charles Schwab & Co., Inc..
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IN
10/06/2016 - Present
Edelman Financial Engines (Indianapolis IN)
IN
02/09/2006 - 04/18/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
OH
01/03/2006 - 01/31/2006
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
IL
07/06/2005 - 01/05/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/17/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
10/28/2004 - 01/24/2005
EDWARD JONES (ST. LOUIS MO)
MN
11/15/2001 - 10/08/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
07/16/2001 - 09/28/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/16/2001 - 09/28/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
07/03/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Everett Barnes is the right advisor for you? Invested Better is here to help.
