Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Meola is a financial advisor with over 30 years of experience in the industry. Barbara is currently registered with Stratos Wealth Partners, Ltd. and LPL Financial in Arizona, Louisiana, and Texas. Barbara has a history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to her current role, Barbara worked for Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Salomon Brothers Inc., Lehman Brothers Inc., and Prudential Securities Incorporated. Barbara holds a variety of licenses, including Series 3, 7, 9, 10, 63, and 65. She is a highly experienced financial advisor who can provide a range of services to her clients.
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.
Percentage of assets under management with third party managers
1
2
AZ
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (SCOTTSDALE AZ)
AZ
09/27/2005 - 08/01/2013
WELLS FARGO ADVISORS, LLC (MESA AZ)
NY
07/31/1993 - 10/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
09/05/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/18/1989 - 09/04/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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