Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Anderson is a financial advisor at LPL Financial LLC in HARRISBURG, PA. Barbara has been in the financial services industry since 1974. Barbara is registered with the state of Massachusetts and Pennsylvania, and holds Series 63, 65, 7, and 24 licenses. Barbara's previous employers include INVEST FINANCIAL CORPORATION and FINANCIAL NETWORK INVESTMENT CORPORATION. Barbara is a specialist in several areas, including Financial Planning, Pension Consulting, Educational Seminars, Selection of other advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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.
Consulting and other non-discretionary advisory services
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
02/14/2018 - Present
LPL Financial LLC (HARRISBURG PA)
PA
09/11/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (HARRISBURG PA)
PA
07/18/1994 - 09/14/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (HARRISBURG PA)
GA
08/24/1987 - 07/18/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
09/07/1983 - 08/29/1987
DOMINICK & DOMINICK, INCORPORATED
NA
09/26/1978 - 11/20/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/25/1980 - 10/11/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
10/01/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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