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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Alice Hacke resch is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Barbara has been in the industry for over 20 years and has held various positions at Morgan Stanley and Citigroup Global Markets Inc. Barbara is licensed to provide investment advice in multiple states, including Oregon, Texas, and other states. Barbara holds Series 7, 63, and 65 licenses, as well as the SIE. Barbara also has experience with other business interests, including Beacon Advisors LLC and Summit Wealth Management LLC. Barbara is passionate about providing financial planning and investment consulting services to individuals, corporations, and institutional clients.
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.
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.
Investment consulting services to institutional clients
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
OR
09/09/2016 - Present
Wells Fargo Advisors Financial Network, LLC (SALEM OR)
OR
06/01/2009 - 05/14/2014
MORGAN STANLEY (SALEM OR)
OR
10/22/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SALEM OR)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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