Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Francis is a financial professional with over two decades of experience in the industry. Barbara's expertise and knowledge are evident in her current role as a registered representative with BNY Mellon Securities Corp., where she has been employed since September 2018. Barbara holds both the Series 6 and Series 63 licenses, allowing her to offer investment advisory services in all 50 states. Previously, Barbara worked at Reich & Tang Distributors, Inc., from June 1997 to September 2012.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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
NY
09/24/2018 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
06/03/1997 - 09/20/2012
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
BC
Issued 12/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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