Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jean Krockenberger is an investment advisor representative with Cetera Investment Advisers LLC. Barbara has been working in the securities industry since June 11, 1996. Barbara has worked with several firms including Foresters Financial Services, Inc., M&T Securities, Inc., and Liberty Securities Corporation. Barbara holds a Series 6, 7, 24, 63, and 65 licenses. Barbara is also registered in New York and Texas. Barbara's specialties include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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
NY
07/01/2019 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
02/07/2014 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
NY
05/01/1995 - 06/10/2011
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
NY
10/14/1993 - 05/01/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 2/14/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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