Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Comer is a financial professional with over 40 years of experience in the industry. Barbara Comer has a strong background in investment management and financial planning. Barbara Comer holds the Series 6, Series 22, Series 24, Series 52, and Series 62 licenses as well as the SIE exam. Barbara Comer is currently registered with Osaic Wealth, Inc. in Connecticut and is a Certified Financial Planner. Prior to working at Osaic Wealth, Inc., Barbara Comer was registered with Securities America, Inc. in Connecticut. Barbara Comer provides financial planning and investment management services to individuals and families.
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.
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
CT
06/14/2024 - Present
Osaic Wealth, Inc. (NEW HARTFORD CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (NEW HARTFORD CT)
CT
01/03/1989 - 07/17/2020
INVESTACORP, INC. (NEW HARTFORD CT)
NA
01/05/1982 - 01/17/1989
CIGNA SECURITIES, INC.
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1989
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/25/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/12/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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