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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 Jean Clarke is a registered investment advisor representative with Morgan Stanley, with offices in Lawrenceville, NJ and Newtown, PA. Barbara has been in the financial industry since 1983 and has a wealth of experience in providing investment advice to individuals, businesses, and institutions. Barbara holds a Series 63, 65, and 7 license and is also a Certified Financial Planner. Barbara's career includes previous roles with CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUDENTIAL-BACHE SECURITIES INC., among others.
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
NJ
06/01/2009 - Present
Morgan Stanley (Lawrenceville NJ)
NJ
08/29/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAWRENCEVILLE NJ)
NJ
03/29/1989 - 09/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NA
11/19/1987 - 01/01/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/22/1986 - 07/30/1987
HANOVER CONCEPTS, INC.
NA
09/22/1986 - 11/28/1986
ABACUS EQUITY SERVICES, INC.
NA
08/18/1986 - 09/03/1986
EXCALIBUR SECURITIES, INC.
NA
10/23/1985 - 08/13/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
06/21/1985 - 10/25/1985
RADFORD CAPITAL CORPORATION
NA
07/17/1984 - 06/12/1985
MUTUAL SERVICE CORPORATION
NA
11/24/1982 - 07/24/1984
CARDELL & ASSOCIATES, INCORPORATED
IA
Issued 12/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/23/1986
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1982
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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