Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Barrio Beckner is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Barbara has been in the industry since March 8, 2016. Barbara holds the Series 7 and Series 66 licenses and the SIE exam. Barbara's current registrations are with the states of Colorado and Texas. Barbara is an active advisor with Raymond James Financial Services Advisors, Inc., and has been with the firm since October 2020. Before that, Barbara was registered with LPL Financial LLC. Barbara provides financial planning and portfolio management services to individuals, businesses, and pension plans. Barbara is a registered Investment Advisor Representative in both Colorado and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
03/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Westcliffe CO)
CO
07/17/2019 - 10/19/2020
LPL FINANCIAL LLC (WESTCLIFFE CO)
CO
03/02/2016 - 07/09/2019
EDWARD JONES (FLORENCE CO)
BOTH
Issued 04/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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