Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara O'Connor is a financial advisor who has been working in the industry since 2002. Barbara is registered with Ameriprise Financial Services, LLC and is licensed in Minnesota, Texas, and Wisconsin. Barbara specializes in providing financial planning services, asset allocation services, and educational seminars. Barbara previously worked at WELLS FARGO ADVISORS, LLC, COMMONWEALTH FINANCIAL NETWORK, and CUSO FINANCIAL SERVICES, L.P. Barbara is committed to providing her clients with personalized financial advice and guidance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
01/28/2022 - Present
Ameriprise Financial Services, LLC (Rochester MN)
MN
07/22/2011 - 03/02/2012
WELLS FARGO ADVISORS, LLC (ROCHESTER MN)
MN
08/01/2008 - 02/28/2011
COMMONWEALTH FINANCIAL NETWORK (ROCHESTER MN)
MN
07/03/2002 - 08/01/2008
CUSO FINANCIAL SERVICES, L.P. (ROCHESTER MN)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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