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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 J Greene is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since May 20, 2014. Barbara is registered in 31 states and holds Series 7, 9, 10, 31, and 66 securities licenses. Barbara has been with Merrill Lynch since October 2009. In addition to her work as a financial advisor, Barbara is also involved in a number of other business ventures. She is the owner of Emerald Glassworks, a family business, and is an advisory board member for the Christ Child Society. Barbara also serves as a mentor for Creighton University's Financial Stability program.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NE
04/12/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OMAHA NE)
BOTH
Issued 10/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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