Unclaimed
Barbara Vandemark is a financial advisor with over 30 years of experience in the industry. Barbara is registered with Raymond James Financial Services Advisors, Inc. and has previously worked with firms such as First Union Securities, Inc., A. G. Edwards & Sons, Inc., American Express Financial Advisors Inc., Stoneworth Securities, Inc., NCNB Securities, Inc., Interstate Securities Corporation, and Metropolitan Life Insurance Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (IRMO SC)
MO
10/01/1999 - 06/05/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/05/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
07/11/1991 - 05/28/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
09/28/1990 - 06/25/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
GA
01/02/1990 - 07/16/1990
STONEWORTH SECURITIES, INC. (ATLANTA GA)
MA
08/31/1988 - 07/22/1989
NCNB SECURITIES, INC. (BOSTON MA)
NA
01/30/1987 - 08/05/1988
INTERSTATE SECURITIES CORPORATION
NA
04/24/1985 - 01/07/1987
A. G. EDWARDS & SONS, INC.
NA
04/24/1985 - 10/21/1985
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 05/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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