Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Ingelhart is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in Schererville, IN. Barbara has been in the financial industry since 1989. Barbara holds the Series 7, Series 63, and Series 65 licenses. Barbara is registered in twenty states, including Indiana, Illinois, Michigan, Florida, and Texas. Barbara also has a business relationship with First Financial Bank and Yellow Cardinal Brokerage Services. Barbara specializes in working with individuals, high-net-worth individuals, corporations or businesses, and pension plans. Barbara is a highly experienced financial advisor with a long history of providing investment advice and financial planning services to clients. Barbara is dedicated to 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
09/18/2017 - Present
Raymond James Financial Services Advisors, Inc. (SCHEREVILLE IN)
FL
10/03/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
11/02/1990 - 08/20/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
11/23/1988 - 11/01/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 09/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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