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 Witte is a financial advisor with over 11 years of experience in the financial services industry. Barbara is currently registered with Harbour Investments, Inc. in Green Bay, Wisconsin. She holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Barbara specializes in financial planning, investment advisory services, and retirement planning. She provides personalized financial guidance to individuals, families, and businesses. Barbara also holds an insurance license and works as an independent insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/14/2020 - Present
Harbour Investments, Inc. (GREEN BAY WI)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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