Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scott Barger is an Investment Advisor Representative with Charles Schwab & Co., Inc. Thomas has been in the securities industry since February 2020 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds Series 66, Series 7TO and SIE licenses. Thomas is registered to provide investment advice in Arizona, California, Florida, Massachusetts, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Washington, Wisconsin and Wyoming.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
12/10/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
01/01/2020 - 10/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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