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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 Oleary is an investment advisor representative at Cetera Investment Advisers LLC in Alexandria, VA. She has been in the industry since December 1993. She has a wide range of experience, having worked with firms such as Fortis Investors, Inc. and Princor Financial Services Corporation. Barbara is also a Master Certified Estate Planner, and she provides will and trust planning services through her own firm, Barbara J. Oleary, LLC. Barbara Oleary is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALEXANDRIA VA)
MN
02/09/1995 - 05/23/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
12/17/1993 - 02/24/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 8/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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