Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Marsh is a financial advisor with over 20 years of experience in the industry. Barbara is registered with J.P. Morgan Securities LLC and is licensed to provide financial advice in several states including Colorado and Texas. Barbara has a strong background in providing financial advice to both individuals and businesses. She is passionate about helping her clients achieve their financial goals and is committed to providing them with the highest level of personalized service.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
01/14/2025 - Present
J.p. Morgan Securities LLC (Denver CO)
FL
04/19/2005 - 03/04/2009
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
IA
08/31/2004 - 04/08/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/02/2004 - 09/17/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
10/04/2002 - 10/06/2003
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
05/15/2001 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
NY
05/19/1998 - 05/15/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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