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 Knudson is a financial advisor registered with MML Investors Services, LLC, a Registered Investment Advisor. Barbara has been working in the financial industry since 1982. Barbara is registered in multiple states and has passed a number of industry exams including the SIE, Series 7 and Series 63. Barbara is also a licensed insurance agent selling disability, life/accident/health and long-term care insurance. Barbara's previous firms include MSI Financial Services, Inc., New England Securities, Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Cardell & Associates, 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.
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 programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (WALL TOWNSHIP NJ)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NJ
04/26/2000 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
WI
07/16/1981 - 01/18/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/28/1985 - 12/31/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
10/21/1983 - 04/02/1985
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 04/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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