Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Christine Tsinakis has been in the financial industry since 1999. Barbara is a Registered Representative with Charles Schwab & Co., Inc. and has been with the firm since December 2018. Prior to joining Charles Schwab & Co., Inc., Barbara was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Barbara has Series 4, 7, 9, 10, 24, 52, 53, 66 and SIE licenses. Barbara has a broad range of experience serving clients' needs. Barbara has experience in a variety of fields including financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/30/2023 - Present
Charles Schwab & CO., Inc. (SOUTHLAKE TX)
AZ
11/10/2011 - 12/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
CA
10/23/2009 - 01/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
02/22/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
04/12/2006 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
CA
01/28/2004 - 03/31/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/05/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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