Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Barker is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in North Carolina, South Carolina, and Texas. Jeffrey has a strong background in investment management and financial planning. Jeffrey has also held positions with Securities America, Inc., Questar Capital Corporation, USALLIANZ Securities, Inc., Washington Square Securities, Inc., and The Prudential Insurance Company of America.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
NC
12/07/2018 - 06/14/2024
SECURITIES AMERICA, INC. (HIGH POINT NC)
NC
12/01/2006 - 12/10/2018
QUESTAR CAPITAL CORPORATION (HIGH POINT NC)
NC
11/30/2001 - 12/01/2006
USALLIANZ SECURITIES, INC. (HIGH POINT NC)
CT
11/22/1993 - 11/30/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
01/16/1989 - 12/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/16/1989 - 12/09/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 07/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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