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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 Ann Davis is a financial advisor with Ameriprise Financial Services, LLC. Barbara has been in the industry since 2000 and has experience with a variety of firms, including UBS Financial Services Inc. and Morgan Stanley DW Inc. She has licenses to offer investment advice in Connecticut, New Hampshire, and Rhode Island. Barbara provides a variety of services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management. She specializes in working with individuals, families, and businesses.
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.
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2
NH
07/20/2023 - Present
Ameriprise Financial Services, LLC (New Durham NH)
NH
09/04/2013 - 07/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Bedford NH)
CT
12/06/2010 - 09/09/2013
UBS FINANCIAL SERVICES INC. (HARTFORD CT)
CT
12/05/2006 - 12/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
CT
11/22/2005 - 12/06/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (HARTFORD CT)
NY
04/03/2002 - 11/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
10/04/2000 - 04/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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