Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jean Bohaboj is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in helping individuals and businesses achieve their financial goals. Barbara has over 20 years of experience in the financial services industry. Previously, Barbara worked with First Clearing, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and Linsco/Private Ledger Corp. Barbara is registered with the state of South Dakota. Barbara holds the Series 7, 99TO and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/26/2015 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
SD
01/01/2008 - 02/03/2015
WELLS FARGO ADVISORS, LLC (SIOUX FALLS SD)
SD
08/28/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SIOUX FALLS SD)
SC
04/17/2002 - 08/05/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
12/14/2000 - 10/26/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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