Unclaimed
Barbara Ann Harger is a financial advisor at Hightower Advisors, LLC. Barbara has been in the financial services industry since 1992 and has experience working with individuals, families, and businesses. Barbara earned her Series 7, 63, and 66 licenses. Barbara is a Certified Financial Planner. Barbara's areas of specialization include retirement planning, investment management, and estate planning.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
07/19/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
TX
07/11/2000 - 10/30/2007
CHARLES SCHWAB & CO., INC. (DALLAS TX)
MN
08/05/1992 - 06/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/05/1992 - 06/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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