Unclaimed
Barbara Dettmer is a financial advisor with over 17 years of experience in the industry. Barbara currently works at Banco do Brasil Securities LLC, a firm that specializes in providing a range of financial services to individuals and institutions. Previously, Barbara worked at firms such as SunTrust Investment Services, Inc., HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Barbara holds Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Barbara provides portfolio management for individuals and is registered in 15 states, including Alabama, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Indiana, Maryland, Minnesota, New York, Texas, Virginia, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/08/2022 - Present
Banco DO Brasil Securities LLC (MIAMI FL)
FL
07/19/2016 - 11/11/2020
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
04/23/2008 - 07/11/2016
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
05/29/2007 - 04/17/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
06/14/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
11/21/2005 - 04/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
08/31/2004 - 11/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 06/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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