Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Barnes is a financial advisor with Wells Fargo Securities, LLC. Jeffrey has over 20 years of experience in the industry, having worked at several firms, including SunTrust Robinson Humphrey, Inc., Bank of America Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jeffrey has a Series 6, 7, 24, 63, and SIE. Jeffrey is registered in over 50 states, including North Carolina, where he is currently located.
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.
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.
1
2
NC
01/26/2018 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
NC
08/10/2007 - 02/26/2009
SUNTRUST ROBINSON HUMPHREY, INC. (CHARLOTTE NC)
NC
09/30/1998 - 08/16/2007
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
MA
05/26/1992 - 08/25/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/26/1992 - 08/25/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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