Ashton Thomas Private Wealth
Claudiu Barbos has extensive work experience in the finance industry. Claudiu is currently working at Ashton Thomas Private Wealth as the Director of Investments & Trading since February 2022. Prior to this, they held the position of Director of Fixed Income / Portfolio Manager at the same company starting in June 2021.
Before joining Ashton Thomas Private Wealth, Claudiu worked as a Real Estate Agent at HomeSmart International since September 2002.
Claudiu also gained valuable experience at Voya Financial, where they served as a Senior Portfolio Trader from June 2019 to June 2021.
Additionally, Claudiu worked at Vanguard for a significant period of time, starting in September 1999. During their tenure at Vanguard, they held the role of Senior Fixed Income Specialist/Trader until March 2018.
Claudiu Barbos obtained a Bachelor's degree in Finance, General from the W. P. Carey School of Business at Arizona State University. Claudiu attended the university from 1995 to 1999. Prior to their university studies, Claudiu attended Brebeuf Jesuit Preparatory School from 1991 to 1995, where they pursued a college preparatory curriculum. In addition to their education, Claudiu also obtained several certifications. In 1999, they obtained the Series 7 and Series 63 certifications from FINRA. Claudiu also obtained a Real Estate License as a Salesperson from the AZ Department of Real Estate in 2001. Most recently, in March 2020, they obtained the Series 24 certification from FINRA.
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a diversified financial advisory firm committed to a culture of excellence, integrity, and respect in every aspect of its business. Its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry. The firm is headquartered in Scottsdale, Arizona. Investment Advisory services are offered through Ashton Thomas Private Wealth, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are offered through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas are separate and distinct, differing in material ways, and are governed by different laws and separate contracts. M.S. Howells & Co., Inc. is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. This site is published for residents of the United States only. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Check the background of the investment firm on https://adviserinfo.sec.gov/.