Unclaimed
Barbara Gill is a financial advisor with LPL Financial LLC. Barbara has been in the industry since 1987, and she has worked for several financial institutions, including MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Barbara is registered in multiple states and holds several securities licenses. She holds the Series 6, 7, 22, 24, and 63 licenses. She is also a Chartered Financial Consultant. Barbara's specializations include financial planning, pension consulting, and portfolio management for businesses and individuals. She is dedicated to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MI
08/09/2022 - Present
LPL Financial LLC (LANSING MI)
MI
04/20/1987 - 08/10/2022
MML INVESTORS SERVICES, LLC (Lansing MI)
NA
04/20/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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