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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 Foote has been in the financial services industry since 2001. She is currently registered with Ameriprise Financial Services, LLC in Nebraska and Texas. Barbara has been a registered representative with Ameriprise Financial Services, LLC since 2020. Before joining Ameriprise Financial Services, LLC, Barbara was a registered representative with Wells Fargo Advisors Financial Network, LLC from 2007 to 2016. Barbara is also a registered investment advisor in Nebraska and Texas. She has passed the Series 66, Series 24, SIE, and Series 7 exams. Barbara specializes in providing financial planning, asset allocation, and investment management services to individuals, businesses, and charitable organizations.
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.
Asset allocation services
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
NE
01/17/2019 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
04/17/2007 - 11/29/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OMAHA NE)
NE
02/02/2006 - 03/26/2007
PACIFIC SELECT DISTRIBUTORS, INC. (OMAHA NE)
NE
01/13/2004 - 10/04/2005
QA3 FINANCIAL CORP. (OMAHA NE)
MO
07/27/2001 - 01/06/2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
08/11/2000 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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