Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Leland Barton is an Investment Advisor Representative registered with Packerland Brokerage Services, Inc. Thomas has been in the industry since May 18, 2000. Thomas has a series 6, 26, 63 and 65 licenses and has been registered with Packerland Brokerage Services, Inc. since March 2010. Previously Thomas worked with Freedom Investors Corp. and World Group Securities, Inc. Thomas' current branch location is at 784 Summit Ave in Oconomowoc, Wisconsin. Thomas provides financial planning and portfolio management services to individuals and pension consulting services to pension plans. Thomas also provides educational seminars.
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.
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
WI
08/11/2011 - Present
Packerland Brokerage Services, Inc. (Oconomowoc WI)
WI
09/05/2008 - 03/23/2010
FREEDOM INVESTORS CORP. (MENOMONEE FALLS WI)
WI
04/12/2002 - 09/02/2008
WORLD GROUP SECURITIES, INC. (MONOMONEE FALLS WI)
GA
05/18/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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