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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 Shaker is a financial advisor with Morgan Stanley. Barbara has been in the financial industry since 2008 and holds a Series 7, Series 9, Series 66 and SIE licenses. She has been a registered representative in New Jersey since 2012 and in Texas since 2023. Barbara has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. She provides a wide range of services, including financial planning, investment management, and asset allocation advice. Barbara is committed to providing her clients with personalized attention and a high level of service. Prior to joining Morgan Stanley, Barbara worked for UBS Financial Services Inc. and Citigroup Global Markets Inc..
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
NJ
02/10/2023 - Present
Morgan Stanley (Paramus NJ)
NJ
10/17/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
06/07/2007 - 10/28/2008
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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