Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lecea is a financial advisor with LPL Financial LLC, located in Beachwood, OH. Barbara has been in the financial services industry for over 20 years, and has been registered with LPL Financial since February 2009. Barbara holds a Series 6 license and has passed the Securities Industry Essentials Exam. Barbara has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Barbara is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Prior to joining LPL, Barbara worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
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
OH
02/06/2009 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
03/27/2003 - 02/04/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
03/27/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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