Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Matthews is a financial advisor with Janney Montgomery Scott LLC, a firm with approximately $1 billion to $10 billion in assets under management. Barbara has been in the industry since July 2019 and holds a Series 7TO, Series 66 and SIE license. Barbara's firm offers a variety of financial services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. The firm has a strong track record of success and is committed to providing its clients with 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
09/08/2023 - Present
Janney Montgomery Scott LLC (Goldsboro NC)
NC
07/22/2019 - 09/13/2023
WELLS FARGO CLEARING SERVICES, LLC (GOLDSBORO NC)
BOTH
Issued 08/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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