Unclaimed
Warren Barmore is a registered representative with Edward Jones. Warren is a securities professional with over 18 years of experience in the financial services industry. He holds FINRA Series 7, Series 66, and SIE registrations, as well as licenses to sell securities in California, Texas, Arizona, Colorado, Florida, Georgia, Idaho, Maine, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Utah, Washington and West Virginia. Warren has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Wells Fargo Investments, LLC. Warren currently works out of the Edward Jones branch office located in Half Moon Bay, CA.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/15/2019 - Present
Edward Jones (HALF MOON BAY CA)
CA
06/01/2009 - 01/27/2011
MORGAN STANLEY SMITH BARNEY (CUPERTINO CA)
CA
02/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CUPERTINO CA)
CA
02/06/2004 - 02/01/2008
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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