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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Louise Battin is an investment advisor representative with Confluence Financial Partners. Barbara has been in the industry since 2012. Barbara is registered with the state of Pennsylvania and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Barbara has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities. In addition to her work as an advisor, Barbara is also a committee member at the Cochrantown Community Church.
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.
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
PA
08/30/2024 - Present
Confluence Financial Partners (Cochranton PA)
PA
09/03/2013 - 08/30/2024
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
PA
04/21/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GROVE CITY PA)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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