Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Wagner is a financial advisor with Raymond James Financial Services Advisors, Inc. Barbara has been in the financial services industry since 1988 and holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Barbara is also a Certified Financial Planner. Barbara provides financial planning, portfolio management, and other financial services to a wide range of clients, including individuals, families, businesses, and institutions.
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
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ITASCA IL)
IL
04/18/2000 - 06/18/2007
LASALLE FINANCIAL SERVICES, INC. (ELMHURST IL)
OH
01/01/2000 - 04/17/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
06/14/1989 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
NA
08/18/1988 - 06/06/1989
PML SECURITIES COMPANY
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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