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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Chizniak is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Barbara has been in the industry since 2003 and is licensed to provide advisory services in New York, Connecticut, and Texas. Barbara has experience working with individuals, businesses, corporations, and charitable organizations. Barbara is a member of the GIFTS Board of Trustees for Girls Inc. of the Greater Capital Region.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALBANY NY)
MA
10/20/2004 - 05/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/03/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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