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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Field-gilroy is a financial advisor with Morgan Stanley. Barbara has been in the financial services industry since August 25, 2010 and has a strong track record of success in serving clients. Barbara holds both Series 63 and Series 66 licenses. She also holds the Series 7 license and the SIE exam. Barbara's previous experience includes roles at CUSO Financial Services, LP., J.P. Morgan Securities LLC, Fidelity Brokerage Services LLC, Edward Jones, and Consolidated Investment Services, Inc.. Barbara has been registered in a number of states across the United States.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
01/09/2023 - Present
Morgan Stanley (Greenwood Village CO)
CO
02/25/2019 - 01/11/2023
CUSO FINANCIAL SERVICES, L.P. (Greenwood Village CO)
CO
11/06/2017 - 03/08/2019
J.P. MORGAN SECURITIES LLC (ENGLEWOOD CO)
CO
12/27/2016 - 10/31/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
05/22/2013 - 12/06/2016
EDWARD JONES (LITTLETON CO)
NA
01/23/1991 - 10/09/1991
CONSOLIDATED INVESTMENT SERVICES, INC.
NA
01/10/1990 - 12/14/1990
R A F FINANCIAL CORPORATION
NA
01/12/1990 - 02/12/1990
PRUCO SECURITIES CORPORATION
NA
01/12/1990 - 02/12/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
09/26/1989 - 11/29/1989
A. T. BROD & CO. INC.
NA
07/31/1989 - 10/04/1989
PACIFIC RIM SECURITIES, INC.
NA
12/06/1988 - 07/19/1989
WALL STREET WEST, INC.
NA
09/20/1988 - 12/07/1988
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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