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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Thacker is a financial advisor who has been in the industry since 1986. She is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2022. Barbara has held previous positions with Wells Fargo Clearing Services, LLC and Fifth Third/The Ohio Company. Barbara is registered with the State of Ohio as an Investment Advisor Representative and the State of Texas as a Registered Representative. Barbara has obtained the Series 7, Series 63, and SIE exams. Barbara's specializations include retirement planning, investment advisory services, portfolio management for individuals and businesses, and financial planning.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
08/11/1998 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
OH
12/24/1985 - 07/22/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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