Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Barton is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Barbara has been working in the financial industry since 2022. Barbara is registered with the state of Iowa. Barbara has passed the Series 7TO, SIE, and Series 66 exams. Barbara specializes in providing financial planning, pension consulting, and investment consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
IA
01/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBUQUE IA)
BOTH
Issued 01/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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