Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Barber is a financial advisor registered with Stonex Advisors Inc. in Birmingham, Alabama. Peter has been in the financial services industry since June 14, 1984. Peter is also registered with the state of Alabama as an Investment Advisor Representative. Before joining Stonex Advisors Inc., Peter worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Peter is a Series 63, Series 3, Series 7 and SIE licensed advisor. Peter has experience working with individuals, high net worth individuals, corporations, charitable organizations and other institutions.
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.
Financial consulting services
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.
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2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
06/01/2009 - 03/06/2012
MORGAN STANLEY SMITH BARNEY (HUNTSVILLE AL)
AL
04/30/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
GA
06/15/1984 - 05/02/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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