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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 Koontz is a financial advisor currently associated with Cetera Investment Advisers LLC, registered with both FINRA and the state of Oregon. Barbara Ann Koontz has been working in the financial services industry since 1986. Barbara Ann Koontz's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Barbara Ann Koontz is also registered as an insurance agent and works with various insurance 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.
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.
1
2
OR
11/03/2022 - Present
Cetera Investment Advisers LLC (BROWNSVILLE OR)
OR
08/15/2006 - 10/31/2022
CUSO FINANCIAL SERVICES, L.P. (Salem OR)
OR
06/20/2003 - 07/25/2006
U.S. BANCORP INVESTMENTS, INC. (ALBANY OR)
GA
04/29/1986 - 06/20/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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