Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Duffield is a financial advisor with over 40 years of experience in the industry. Barbara has a wealth of experience in various roles, including insurance broker, investment advisory representative, and owner. Barbara is a licensed investment advisor representative of both Osaic Wealth, Inc. and Duffield Financial Group, Inc. Barbara provides financial advice to clients in a variety of capacities, including individual and business investors, pooled investment vehicles, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/24/2024 - Present
Osaic Wealth, Inc. (CONCORD MA)
MA
01/10/1995 - 11/03/2023
FSC SECURITIES CORPORATION (CONCORD MA)
SC
12/16/1989 - 12/31/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/15/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
02/14/1984 - 07/25/1985
FIRST ALLIANCE FINANCIAL SERVICES, INC.
NA
02/18/1982 - 11/11/1983
PRUCO SECURITIES CORPORATION
NA
12/17/1980 - 11/11/1983
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
09/01/1976 - 02/08/1979
BURBANK & COMPANY, INC.
IA
Issued 11/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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