Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Devine has been in the financial services industry since 1991 and is currently an Associate Director with Choreo, LLC. Barbara has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Barbara provides a range of financial advisory services, including investment review and reporting of non-managed assets, retirement plan services, financial planning, pension consulting, and selection of other advisors. Barbara is registered with the state of Colorado.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
A percentage of the total value of assets under management is charged.
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2
CO
11/02/2023 - Present
Choreo, LLC (Denver CO)
CO
11/30/2007 - 09/25/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DENVER CO)
CO
07/20/2006 - 12/12/2007
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
CO
02/12/2004 - 06/15/2006
A. G. EDWARDS & SONS, INC. (DENVER CO)
WI
01/01/2002 - 02/18/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/08/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MO
05/31/1994 - 11/10/1998
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MO
03/07/1991 - 05/31/1994
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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