Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Mutsaers is a financial advisor who has been in the industry since 1993. She is currently registered with IPI Wealth Management, Inc. and has previous experience working with firms like First Midwest Securities, Inc. and Sterling Financial Investment Group, Inc. Barbara has expertise in financial planning, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
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2
NA
11/04/2016 - Present
IPI Wealth Management, Inc. (Zagarolo )
NA
06/01/2004 - 02/20/2015
FIRST MIDWEST SECURITIES, INC. (MAINELLO,31 ZAGAROLO )
FL
04/01/2003 - 06/02/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
12/22/2000 - 03/31/2003
BRILL SECURITIES, INC. (NEW YORK NY)
TX
10/07/1997 - 12/31/2000
SIGNAL SECURITIES, INC. (FORT WORTH TX)
CA
12/19/1995 - 08/08/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
CA
03/30/1995 - 01/01/1996
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
NA
04/13/1993 - 03/30/1995
WILLIAM LAWRENCE SECURITIES, INC.
BOTH
Issued 11/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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