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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 Marie Clemons is a financial advisor with LPL Financial LLC, based in Rochester, NY. Barbara Marie Clemons has been in the financial services industry since 1995. Barbara Marie Clemons has worked at several firms, including MML Investors Services, LLC, MetLife Securities Inc., and Lincoln Financial Advisors Corporation. Barbara Marie Clemons holds Series 7, 6, 63, and 65 licenses, as well as the SIE exam. Barbara Marie Clemons is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
10/13/2010 - 02/24/2011
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
MA
06/07/2006 - 01/13/2010
METLIFE SECURITIES INC. (BOSTON MA)
NY
06/07/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
08/19/2002 - 08/19/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/19/2002 - 08/19/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
09/08/2000 - 12/07/2000
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IN
06/01/1998 - 06/15/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
06/21/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
VA
08/31/1993 - 04/11/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
04/16/1990 - 02/11/1992
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
NA
03/24/1987 - 04/22/1988
EMPIRE NATIONAL SECURITIES, INCORPORATED
NA
01/19/1987 - 03/30/1987
FIRST INVESTORS CORPORATION
IA
Issued 07/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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