Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Srecko Barbir is a financial advisor with over 20 years of experience in the industry. Serge currently holds a Series 6, 26, and 63 license. Serge is registered with Western International Securities, Inc. in Campbell, California. Serge has previously worked with Raymond James Financial Services, Inc. and Fortis Investors, Inc.
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.
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
CA
07/19/2001 - Present
Western International Securities, Inc. (Campbell CA)
FL
01/12/2000 - 07/23/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
01/28/1998 - 01/28/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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