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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 Rush is an investment advisor representative at Morgan Stanley. Barbara has been in the industry since March 20, 1989. Barbara's current location is in Camp Hill, Pennsylvania. The advisor is registered with the Securities and Exchange Commission as a broker-dealer and an investment adviser. The advisor is also registered in 53 states and territories. Barbara has several licenses and designations, including Series 3, Series 7, Series 8, Series 9, Series 10, Series 63 and Series 66. The advisor is a registered representative of Morgan Stanley, which is a broker-dealer registered with the Financial Industry Regulatory Authority (FINRA). The advisor is also an investment advisor representative of Morgan Stanley, which is an investment adviser registered with the Securities and Exchange Commission (SEC).
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
PA
06/05/2018 - Present
Morgan Stanley (Camp Hill PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
PA
03/21/1989 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BETHLEHEM PA)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
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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