Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Christina Bilello is an investment advisor representative who has been active in the industry for over 25 years. Barbara has been with Corient since December 2022 and is registered with the states of New Jersey, New York, and Texas. Barbara has held previous positions with firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Goldman, Sachs & Co., and First Albany Corporation. She has also held a position with CIPW Service Company, LLC in Toronto. Barbara specializes in providing investment advice to high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NJ
12/06/2022 - Present
Corient (MORRISTOWN NJ)
NJ
02/19/2014 - 01/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
05/15/1996 - 07/18/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/01/1996 - 05/03/1996
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 03/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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