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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 Healy is a financial advisor currently registered with NFP Retirement Inc. Barbara has over 30 years of experience in the financial services industry. Previously Barbara was employed at CUNA Brokerage Services, Inc., QA3 FINANCIAL CORP., GWFS EQUITIES, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY, ROYAL ALLIANCE ASSOCIATES, INC., UR FINANCIAL, INC. and E. F. HUTTON & COMPANY INC.. Barbara has a combined 2 state and 2 principal exams. Barbara is registered in Arizona and California. Barbara also holds the Certified Financial Planner designation.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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AZ
01/01/2025 - Present
NFP Retirement Inc. (Scottsdale AZ)
IA
09/05/2008 - 01/09/2015
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
07/28/2006 - 08/15/2008
QA3 FINANCIAL CORP. (CHANDLER AZ)
IA
03/07/2005 - 05/31/2006
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CO
05/31/2001 - 01/06/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OH
10/01/1998 - 05/09/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
05/02/1990 - 08/19/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 08/19/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
FL
02/22/1996 - 09/04/1997
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
AZ
11/19/1989 - 09/04/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/17/1983 - 04/25/1990
UR FINANCIAL, INC.
NA
02/18/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/24/1980 - 08/18/1981
E. F. HUTTON & COMPANY INC
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/14/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
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