Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Doran is a financial advisor with Spire Wealth Management, LLC, a firm based in McLean, VA. Barbara has been working in the industry since 1993 and holds the Series 66, 63, 24, 31, 16, and 7 licenses. Barbara also provides financial planning, retirement and estate planning, divorce planning, and insurance services to 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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VA
03/30/2021 - Present
Spire Wealth Management, LLC (MCLEAN VA)
NY
08/19/2015 - 09/12/2016
LEBENTHAL & CO., LLC (NEW YORK NY)
NY
09/06/2011 - 09/08/2015
MORGAN STANLEY (NEW YORK NY)
NY
03/24/2010 - 09/30/2010
G-2 TRADING,LLC (NEW YORK NY)
NY
03/27/2007 - 04/08/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
04/21/2003 - 04/08/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
FL
01/24/2002 - 04/24/2003
SELALU PARTNERS, LLC (APOLLO BEACH FL)
NY
05/02/2000 - 12/31/2001
STIRES & CO., INC. (NEW YORK NY)
NJ
10/15/1998 - 02/08/1999
WILSHIRE CAPITAL MANAGEMENT, LLC (HOBOKEN NJ)
NY
12/03/1990 - 05/31/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/26/1984 - 10/26/1990
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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