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 Pal is a financial advisor with over 18 years of experience in the financial industry. Barbara is currently registered with Key Investment Services LLC and holds several licenses including Series 7, Series 24, Series 52TO, Series 53 and Series 66. Barbara has worked with a variety of firms including Securities America, Inc., Tower Square Securities, Inc., Walnut Street Securities, Inc., and FirstMerit Securities, Inc. Barbara specializes in providing financial advice to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/17/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
NE
09/07/2023 - 01/16/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
12/09/2020 - 09/20/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
08/14/2007 - 12/02/2020
SECURITIES AMERICA, INC. (CLEVELAND OH)
OH
05/08/2007 - 06/22/2007
TOWER SQUARE SECURITIES, INC. (STRONGSVILLE OH)
OH
03/28/2006 - 04/18/2007
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
03/23/2005 - 06/03/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
SC
08/12/2002 - 04/24/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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