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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery K. Barnes is an investment advisor representative with Kingsview Wealth Management, LLC. Jeffery has been in the industry since July 1, 2003, and holds the Series 7, 9, 10, 31, 63, and 65 securities licenses. Jeffery is a registered investment advisor in Florida and Pennsylvania. Jeffery has worked for several firms including Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffery specializes in portfolio management for individuals, businesses, and investment companies. He also provides financial planning and selection of other advisors services. Jeffery has a wide range of experience and knowledge in the investment industry, and is committed to providing his clients with the highest level of service and advice.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
FL
03/04/2021 - Present
Kingsview Wealth Management, LLC (Miramar Beach FL)
PA
07/01/2003 - 03/15/2021
WELLS FARGO CLEARING SERVICES, LLC (LANCASTER PA)
NY
08/11/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/25/1990 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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