Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Joseph Barko is an investment advisor representative with Raymond James & Associates, Inc., a firm with over $433 billion in regulatory assets under management. Shawn is registered with the state of Florida and specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Shawn has been active in the industry since 1998 and has held previous roles with Morgan Keegan & Company, Inc. and Roney & Co.
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.
Please see note in schedule d - miscellaneous
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
FL
05/29/2008 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/31/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ST. PETERSBURG FL)
MI
08/31/1999 - 09/25/1999
RONEY & CO. (DETROIT MI)
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2008
Series 14 - Compliance Officer Examination
BC
Issued 02/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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