Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Quinn is a financial advisor working at LPL Financial LLC. Barbara has been in the financial services industry since 2007 and is licensed to provide investment advice in 14 states. She has passed the Series 66, Series 7, and SIE exams, and has experience working at various financial institutions such as CUNA Brokerage Services, Inc. and NYLIFE Securities LLC. She has a strong track record of providing personalized financial advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
MA
05/18/2022 - Present
LPL Financial LLC (CHELSEA MA)
MA
02/06/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Chelsea MA)
MA
10/23/2014 - 12/14/2016
LPL FINANCIAL LLC (AUBURNDALE MA)
MA
04/30/2012 - 11/04/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
11/03/2008 - 06/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
01/01/2008 - 11/21/2008
WACHOVIA SECURITIES, LLC (BOSTON MA)
MA
10/09/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOSTON MA)
BOTH
Issued 10/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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