Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Decarli is a financial professional with over 20 years of experience in the industry. She is currently registered with Oppenheimer & Co. Inc. Barbara has a strong background in municipal securities, holding both Series 52TO and Series 53 licenses. She has previously worked with Pinnacle Investments, LLC, Fidelity Brokerage Services LLC, National Financial Services LLC, Advest, Inc., and State Street Global Markets, LLC. Barbara provides financial planning, portfolio management, and other services to a wide range of clients, including individuals, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/24/2020 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
NY
08/31/2018 - 06/27/2019
PINNACLE INVESTMENTS, LLC (SYRACUSE NY)
MA
05/27/2009 - 10/19/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
03/02/2006 - 10/06/2016
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
CT
05/12/2003 - 01/20/2006
ADVEST, INC. (HARTFORD CT)
MA
05/24/1999 - 05/01/2002
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
BC
Issued 06/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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