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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 Gawdzik is a financial advisor who has been in the industry since April 8, 1987. Currently, Barbara is registered with Highpoint Planning Partners, where Barbara is providing investment advice. Barbara also has previous experience with David A. Noyes & Company, Invest Financial Corporation and GNA Securities, Inc. Barbara is a CERTIFIED FINANCIAL PLANNER™. Barbara has passed Series 31, Series 7, Series 63 and Series 65 exams and is a registered representative in several states including Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wisconsin.
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.
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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IL
11/16/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
09/16/1994 - 11/25/2014
DAVID A. NOYES & COMPANY (OAK PARK IL)
WI
02/22/1991 - 09/22/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
VA
01/09/1991 - 02/14/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
WI
03/25/1987 - 12/31/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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