Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Alida Whitmore is an investment advisor representative with Eagle Strategies LLC in NORTH RIDGEVILLE, OH. Barbara has been in the financial services industry since 2002. Barbara has a Series 6, Series 63, and Series 65. Barbara has previously worked at THRIVENT INVESTMENT MANAGEMENT INC. and LUTHERAN BROTHERHOOD SECURITIES CORP.. Barbara is a registered investment advisor in Ohio and California. Barbara is a licensed insurance agent in Ohio. Barbara specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/03/2011 - Present
Eagle Strategies LLC (NORTH RIDGEVILLE OH)
MN
07/01/2002 - 07/30/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
03/04/2002 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 11/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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