Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Robbins has over 30 years of experience in the financial services industry. Barbara specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Barbara currently works at Zhang Financial. Barbara also has prior experience at Ameriprise Financial Services, Inc., H.D. Vest Investment Securities, Inc., ISFA Corporation, and E. F. Hutton & Company Inc. Barbara is a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
MI
01/06/2024 - Present
Zhang Financial (PORTAGE MI)
MI
01/25/2013 - 09/27/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
TX
08/06/1992 - 07/12/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
10/27/1988 - 03/20/1989
ISFA CORPORATION
NA
06/04/1984 - 01/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
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