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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 Reynolds is a financial advisor at Wells Fargo Clearing Services, LLC. Barbara has been in the financial services industry since June 17, 2000 and has a strong track record of helping clients achieve their financial goals. Barbara is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. She is also a Registered Representative. Barbara is committed to providing her clients with personalized financial advice and guidance. In the past, Barbara worked for Wells Fargo Investments, LLC, and Marquette Financial Group, Inc. Barbara currently works out of the Davenport, IA office.
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.
Investment consulting services to institutional clients
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.
1
2
IA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (DAVENPORT IA)
IL
08/05/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MORRISON IL)
MN
06/13/2000 - 07/30/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
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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