Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Muza has over 30 years of experience in the financial services industry. She currently works as a Registered Representative with Lincoln Investment, where she has been registered since June 2011. Barbara is registered with the state of Pennsylvania. Prior to her time with Lincoln Investment, Barbara worked with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Barbara is licensed to offer securities and investment advisory services in multiple states. She holds the Series 6 and SIE licenses. She specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Barbara is committed to helping 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.
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.
1
2
PA
06/09/2011 - Present
Lincoln Investment (Wexford PA)
IN
07/14/1994 - 01/22/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/14/1994 - 01/22/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/27/1987 - 07/05/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
05/28/1985 - 09/10/1987
FIRST INVESTORS CORPORATION
BC
Issued 06/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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