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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 Hirsh is a financial advisor at Morgan Stanley, based in Wellesley, MA. Barbara has over 40 years of experience in the financial services industry and has held positions at several prominent firms, including RBC Capital Markets, LLC, Citigroup Global Markets Inc., and Merrill Lynch. Barbara is a Series 7 and Series 63 licensed professional and holds the Series 65 and SIE licenses. Barbara’s expertise is in portfolio management for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MA
04/23/2021 - Present
Morgan Stanley (Wellesley MA)
MA
05/01/2009 - 05/05/2021
RBC CAPITAL MARKETS, LLC (BOSTON MA)
MA
12/07/1998 - 05/21/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
11/30/1981 - 12/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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