Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Corrao is a financial advisor with over 30 years of experience in the industry. Barbara is registered with Raymond James & Associates, Inc. in both Florida and Texas. Barbara has a broad range of experience in financial planning, portfolio management, and pension consulting. She is committed to providing personalized financial advice to help clients reach their financial goals. Barbara is also a director for a non-profit organization, Pinion, Inc. where she is responsible for membership maintenance and facilitating events.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/21/2018 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
IL
11/20/1991 - 06/07/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 11/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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