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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 Headley is a financial advisor with Commonwealth Financial Network. Barbara has over 35 years of experience in the financial services industry. Barbara's experience includes working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Barbara is also a Chartered Financial Consultant and holds Series 7, 24, 63, and 65 licenses. Barbara's expertise includes providing financial planning, portfolio management, and investment advice to individuals and businesses. Barbara is committed to helping her clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/18/2024 - Present
Commonwealth Financial Network (Malton NJ)
NJ
10/03/2016 - 01/23/2024
CETERA ADVISORS LLC (MARLTON NJ)
NJ
07/01/1996 - 10/03/2016
INVESTORS CAPITAL CORP. (MARLTON NJ)
SC
01/03/1991 - 07/12/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
12/16/1989 - 01/03/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/30/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
AZ
11/19/1989 - 12/06/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/07/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/26/1987 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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