Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ann Rac is a financial advisor with over 10 years of experience in the industry. She is currently registered with Fidelity Personal AND Workplace Advisors, providing financial advice to individuals, families, and businesses. Barbara has a broad range of experience, having previously worked with PRUCO SECURITIES, LLC. Barbara holds the Series 6, 7, 63, and 65 licenses, as well as the SIE certification. Barbara's specializations include portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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.
1
2
OH
10/05/2020 - Present
Fidelity Personal AND Workplace Advisors (BEAVERCREEK OH)
OH
08/13/2010 - 07/11/2019
PRUCO SECURITIES, LLC. (CENTERVILLE OH)
BC
Issued 06/06/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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