Unclaimed
Barbara Trost is a financial advisor with over 30 years of experience in the financial services industry. Barbara currently works at Pacific Select Distributors, LLC. Barbara is a registered representative and holds the Series 6 and SIE licenses. Barbara has previously held positions with Mutual Service Corporation, The Leaders Group, Inc., Advantage Capital Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
CA
01/04/2005 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
MA
09/18/2000 - 12/31/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CO
01/31/1996 - 12/31/1998
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
10/04/1994 - 09/21/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NY
04/26/1985 - 10/20/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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