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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Barker is a financial advisor with Morgan Stanley. Shari has been in the financial services industry since 1985. She specializes in retirement planning, investment management, and estate planning. She has worked for several firms over her career including Waddell & Reed, Inc., Juran & Moody, Inc., Charles Schwab & Co., Inc., and Securities America, Inc. Shari is licensed to provide financial advice in over 40 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
09/05/2024 - Present
Morgan Stanley (Williamsburg VA)
VA
06/14/2024 - 08/27/2024
OSAIC WEALTH, INC. (HAMPTON VA)
VA
09/28/2022 - 06/14/2024
SECURITIES AMERICA, INC. (HAMPTON VA)
NA
03/14/1989 - 05/22/1992
CHARLES SCHWAB & CO., INC.
NA
09/02/1987 - 10/07/1988
JURAN & MOODY, INC.
NA
08/21/1985 - 03/06/1986
WADDELL & REED, INC.
IA
Issued 07/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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