Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jeanne Berry is a financial professional with over 18 years of experience in the industry. Barbara is currently registered with OFG Financial Services, Inc. in Topeka, KS. Prior to that, Barbara was registered with SECURITY DISTRIBUTORS, INC. in Topeka, KS. Barbara has a strong background in investments, having passed the Series 6, 7, and 63 exams as well as the SIE and Series 99TO exams. Barbara provides financial planning, portfolio management for individuals and businesses, and pension consulting. Barbara has a proven track record of success in helping clients 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.
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.
Timing services provided by others
1
2
KS
03/28/2007 - Present
OFG Financial Services, Inc. (TOPEKA KS)
KS
12/02/2004 - 10/03/2006
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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