Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barwick? Claim Your ProfileBarwick Odessa Barfield is a registered investment advisor representative with TLG Advisors, Inc., in LITTLETON, CO, and has been in the industry since 2000. Barwick has been associated with TLG Advisors, Inc. since 2007. Barwick holds Series 6, 7, 63, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and in the state of Louisiana. In addition to Barwick's current position with TLG Advisors, Inc., Barwick is also an independent insurance agent. Barwick specializes in providing financial planning, portfolio management for businesses and individuals, and placement of institutional funds.
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.
Placement of institutional funds
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
CO
03/02/2007 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
03/07/2003 - 02/09/2006
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NY
07/06/2001 - 08/05/2002
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
IA
12/10/1999 - 03/22/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
09/05/1996 - 08/29/1997
PROVIDIAN SECURITIES CORPORATION (CEDAR RAPIDS IA)
IA
05/17/1994 - 09/26/1995
PROVIDIAN SECURITIES CORPORATION (CEDAR RAPIDS IA)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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