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Barbara Jean Close

Brokers International Financial Services, LLC

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About Barbara Jean Close

Barbara Close is a financial advisor with Brokers International Financial Services, LLC. Barbara Close is a licensed financial advisor in Iowa. Barbara Close works with individual investors, high-net-worth individuals, and businesses. Barbara Close has been a financial advisor since June 13, 2024. Barbara Close specializes in providing financial planning, investment advice, and portfolio management. Barbara Close's office is located in Davenport, IA. Barbara Close has a Series 7, Series 66, and SIE license. Barbara Close is registered with FINRA. Brokers International Financial Services, LLC is a registered investment advisor. Brokers International Financial Services, LLC provides a wide range of services to individual investors, high-net-worth individuals, and businesses.

Firm Information

Barbara Close is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Barbara Close’s Registration & Firm History

IA

06/14/2024 - Present

Brokers International Financial Services, LLC (Davenport IA)

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Licenses & Designations

BOTH

Issued 05/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara Jean Close.
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