Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Beck-rieger is a financial advisor with over 14 years of experience in the industry. Barbara is currently registered with Commonwealth Financial Network. She has held previous positions with J.P. Morgan Securities LLC, Capital One Investing, LLC, and Fidelity Brokerage Services LLC. Barbara is a Series 6, 7, 63, and 66 licensed professional and holds a Series SIE. Barbara provides a wide range of investment advisory services including financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
03/03/2023 - Present
Commonwealth Financial Network (Setauket NY)
NY
05/15/2018 - 10/11/2022
J.P. MORGAN SECURITIES LLC (HOLBROOK NY)
NY
06/08/2017 - 05/03/2018
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
05/24/2011 - 05/09/2017
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
05/21/2008 - 05/02/2011
COMMONWEALTH FINANCIAL NETWORK (SMITHTOWN NY)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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