Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lloydette Spady is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Williamsburg, Virginia. Barbara has been a registered representative since 2005 and has a Series 6, 7 and 66 license. Barbara has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, insurance companies, banking institutions, and state and municipal government entities. Barbara provides a variety of advisory services, including financial planning, portfolio management, and pension consulting. Barbara is also a registered investment advisor representative and is registered in Virginia, North Carolina, and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
09/11/2012 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
06/01/2005 - 09/11/2012
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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