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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baerbel? Claim Your ProfileBaerbel O'Haire is a financial advisor with over 37 years of experience in the industry. Baerbel is registered as a Broker/Dealer and Investment Advisor in the states of Florida and Texas. Baerbel currently works for Merrill Lynch, Pierce, Fenner & Smith Inc., and is based in Vero Beach, FL. Baerbel has a broad range of experience and licenses, including the Series 7, 63, and 65 exams. In addition, Baerbel has also obtained the SIE Exam. Baerbel's areas of expertise include providing portfolio management for individuals and businesses, as well as pension consulting. Baerbel is also involved in the community, volunteering for the Johns Island Community Service League and serving as Treasurer and Board Member of the Riverside Theatre.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/29/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VERO BEACH FL)
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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