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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 Anne Black is a financial advisor with Curi RMB Capital, LLC. Barbara Anne Black has been working in the financial services industry for over 10 years and is currently registered with the state of Illinois, the District of Columbia, and New York. Barbara Anne Black earned the Series 65 license and is a Certified Financial Planner. Barbara Anne Black specializes in providing financial planning, portfolio management, and pension consulting. Barbara Anne Black works with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors.
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.
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.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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DC
05/19/2021 - Present
Curi RMB Capital, LLC (Washington DC)
IA
Issued 11/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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