Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jolliffe is a financial advisor with over 40 years of experience in the industry. She is currently registered with Osaic Wealth, Inc. and has previously been registered with Securities America, Inc., National Planning Corporation and Royal Alliance Associates, Inc. Barbara has extensive knowledge of the financial services industry and has held various positions in her career, including owner of a rental property and major planner/preparer for Jolliffe Enterprises. Barbara Jolliffe is also a Certified Financial Planner™ professional, which signifies her dedication to providing her clients with comprehensive financial planning services. Barbara's specialties include financial planning, pension consulting and portfolio management for individuals and businesses.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (OAKLAND CA)
CA
11/06/2017 - 06/14/2024
SECURITIES AMERICA, INC. (OAKLAND CA)
CA
02/23/2009 - 11/07/2017
NATIONAL PLANNING CORPORATION (OAKLAND CA)
CA
01/01/1994 - 03/05/2009
ROYAL ALLIANCE ASSOCIATES, INC. (OAKLAND CA)
NA
08/12/1992 - 01/01/1994
CYPRESS CAPITAL CORPORATION
NA
12/18/1980 - 08/24/1992
TMI EQUITIES, INC.
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/1980
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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