Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jo Robertson is a financial professional with over 30 years of experience in the financial services industry. Barbara Jo Robertson is currently registered with Osaic Wealth, Inc. and has previously been registered with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC. and TITAN/VALUE EQUITIES GROUP, INC.. Barbara Jo Robertson is licensed in Arizona, California, Montana, Nevada and Oregon. Barbara Jo Robertson holds the Series 63, Series 7 and SIE licenses. Barbara Jo Robertson specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (ONTARIO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
AZ
01/04/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/10/1991 - 12/31/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 12/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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