Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Clare is a financial advisor with over 30 years of experience in the industry. Barbara is currently registered with Cambridge Investment Research Advisors, Inc. in Sandy, OR. Barbara also has previous experience with CUSO FINANCIAL SERVICES, L.P., Edward Jones, Wachovia Securities, LLC, Prudential Securities Incorporated, Piper Jaffray Inc., Bateman Eichler, Hill Richards, Incorporated and Boettcher & Company, Inc. Barbara has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services. Barbara's expertise has made her a valuable resource for her 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.
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.
Solicitation fees from 3rd party money managers
1
2
OR
06/18/2013 - Present
Cambridge Investment Research Advisors, Inc. (SANDY OR)
CA
12/23/2011 - 06/12/2013
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
OR
02/21/2006 - 12/23/2011
EDWARD JONES (SANDY OR)
MO
07/01/2003 - 02/22/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/26/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
04/03/1990 - 02/20/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
10/06/1989 - 04/11/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
05/23/1985 - 09/20/1989
BOETTCHER & COMPANY, INC.
IA
Issued 05/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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