Unclaimed
Barb Vavruska Fish is a financial advisor with over 35 years of experience. Barb is currently registered with LPL Financial LLC and holds Series 7, 63, and 65 licenses. Barb has also been registered with Securities America, Inc., Financial Network Investment Corporation, and American Express Financial Advisors, Inc. Barb is a resident of San Diego, CA and holds active registrations in Arizona, Arkansas, Colorado, Florida, Iowa, Minnesota, Mississippi, Missouri, Montana, Nebraska, Ohio, Oregon, South Dakota, Texas, Virginia, Washington, Wisconsin and Wyoming. Barb has worked in the financial industry since March 24, 1987. Barb offers financial planning, portfolio management, and other services. Barb also provides consulting and other non-discretionary advisory services.
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.
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.
Consulting and other non-discretionary advisory services
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
SD
03/28/2024 - Present
LPL Financial LLC (Sioux Falls SD)
SD
10/13/2010 - 04/11/2024
SECURITIES AMERICA, INC. (SIOUX FALLS SD)
SD
05/21/1997 - 10/12/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (BRANDON SD)
MN
03/25/1987 - 06/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/25/1987 - 06/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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