Unclaimed
Barbara Silberman is a financial advisor with over 40 years of experience in the industry. Barbara has a strong track record of success in helping clients achieve their financial goals. Currently, Barbara is registered with Wells Fargo Advisors Financial Network, LLC. Previously, Barbara worked for Citigroup Global Markets Inc, CitiCorp Investment Services and Financial Horizons Securities Corporation among others. Barbara has passed the Series 66, Series 24 and Series 7 exams, and holds registrations in several states, including New York, California, Connecticut, Florida, Massachusetts, New Jersey, South Carolina, Tennessee and Vermont. Barbara's specializations include investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
02/06/2025 - Present
Wells Fargo Advisors Financial Network, LLC (COLLEGEVILLE PA)
NY
05/29/2007 - 01/21/2010
CITIGROUP GLOBAL MARKETS INC. (NEW CITY NY)
NY
06/01/1992 - 05/29/2007
CITICORP INVESTMENT SERVICES (SUFFERN NY)
NA
02/22/1993 - 04/22/1997
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
05/07/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NY
08/24/1982 - 05/29/1990
GARY GOLDBERG & CO., INC. (SUFFERN NY)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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