Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nathaniel Barr is an investment advisor representative with Steward Partners Investment Advisory, LLC. Thomas has been in the industry since August 6, 2006. Thomas has passed the Series 63, Series 66, Series 7, and Series 53 exams. Thomas has held previous positions with Wells Fargo Clearing Services, LLC, and Hycliff Associates Limited. Thomas's firm, Steward Partners Investment Advisory, LLC, is an investment advisory firm headquartered in New York, NY. The firm provides financial planning, investment management, and pension consulting services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has $20,433,200,577 in assets under management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
08/18/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
10/08/2008 - 08/22/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NA
09/20/1988 - 11/21/1990
HYCLIFF ASSOCIATES LIMITED
BOTH
Issued 10/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas Barr is the right advisor for you? Invested Better is here to help.
