Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Anne Barletta is a financial advisor with Ameriprise Financial Services, LLC. Barbara has been in the financial industry for over 20 years, previously working at firms such as Morgan Stanley and UBS Financial Services Inc. Barbara has a broad range of experience and is registered in multiple states. Barbara is also a Series 7, Series 10, and Series 66 licensed financial advisor.
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.
Asset allocation services
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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NY
06/05/2018 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
06/01/2009 - 05/29/2018
MORGAN STANLEY (GARDEN CITY NY)
NY
02/06/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
05/12/2006 - 02/24/2009
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
02/05/2004 - 05/15/2006
MORGAN STANLEY DW INC. (GARDEN CITY NY)
GA
10/30/2001 - 01/28/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
07/19/2000 - 10/25/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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