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 a financial advisor with over 15 years of experience in the industry. Barr is currently registered with Steward Partners Investment Advisory, LLC. He has held previous positions with Wells Fargo Clearing Services, LLC and Hycliff Associates Limited. Barr has a broad range of experience in financial planning and investment management, and he provides services to both individuals and businesses. He is also a board member of TrueEx.
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.
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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 4/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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