Unclaimed
Thomas Barko is an investment advisor representative at Stonex Advisors Inc. with over 19 years of experience in the industry. Barko is registered with the Securities and Exchange Commission (SEC) and FINRA. Barko is licensed to provide investment advisory services in Alabama, Arizona, California, Florida, Georgia, Indiana, Kansas, Kentucky, Michigan, Minnesota, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. Barko provides financial planning, pension consulting, educational seminars, and financial consulting services. The firm specializes in providing investment advisory services to high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (Fairhope AL)
AL
01/10/2007 - 10/15/2009
COLONIAL BROKERAGE, INC. (MOBILE AL)
AL
10/04/2006 - 12/15/2006
COMPASS BROKERAGE, INC. (MOBILE AL)
AL
04/19/2004 - 08/21/2006
A. G. EDWARDS & SONS, INC. (MOBILE AL)
KS
04/05/2004 - 04/21/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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