Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Deist Boccuto is a financial advisor with over 30 years of experience in the financial services industry. Barbara is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2018. Barbara has extensive experience in providing investment advice to a variety of clients, including individuals, corporations, and retirement plans. Barbara is a Series 7, 9, 10, 63 and 65 licensed representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
11/09/2021 - Present
Raymond James Financial Services Advisors, Inc. (Rhinebeck NY)
NY
01/01/2008 - 03/12/2018
WELLS FARGO CLEARING SERVICES, LLC (RHINEBECK NY)
NY
04/27/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RHINEBECK NY)
NY
06/22/1988 - 04/30/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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