Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Lynn Stetzko has over 27 years of experience in the financial services industry, specializing in providing financial guidance to individuals and families. Barbara currently is a registered representative at Osaic Wealth, Inc., a firm with a national reach, and has previously held roles at Woodbury Financial Services, Inc., and Questar Capital Corporation. Barbara offers a wide range of financial services, including financial planning, investment management, and insurance. She is also a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®). Barbara is committed to helping her clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial advice.
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.
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (CRYSTAL RIVER FL)
FL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CRYSTAL RIVER FL)
FL
01/04/1999 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CRYSTAL RIVER FL)
OH
01/09/1998 - 09/24/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
04/11/1997 - 03/17/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/14/1995 - 04/11/1997
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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