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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Myron? Claim Your ProfileMyron Barker is a financial advisor with over 30 years of experience in the industry. Myron has worked with several well-known firms, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Myron currently works at Wells Fargo Clearing Services, LLC and is registered in several states, including Kentucky, Ohio, and Texas. Myron provides a wide range of investment advisory services for individuals, businesses, and institutions, including financial planning, portfolio management, and investment consulting. Myron is a Certified Financial Planner (CFP) and holds several industry licenses, including Series 7, 6, 8, 9, 10, 63, and 65.
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.
1
2
OH
02/15/2022 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
08/17/2012 - 10/12/2021
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
06/08/2007 - 08/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
11/12/2001 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
OH
10/04/1991 - 11/20/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
07/12/1988 - 10/04/1991
GRADISON & COMPANY INCORPORATED
IA
Issued 05/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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