Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Joyce has been in the financial services industry since 1995. Barbara is currently registered with Mason Investment Advisory Services Inc. and is a Certified Financial Planner™. Barbara has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations and other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Barbara is committed to providing her clients with personalized financial advice and guidance.
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.
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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IL
03/23/2015 - Present
Mason Investment Advisory Services Inc. (PALATINE IL)
VA
04/12/2000 - 05/11/2012
MASON SECURITIES, INC. (RESTON VA)
MO
05/13/1998 - 04/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IN
05/16/1996 - 03/09/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/16/1996 - 03/09/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/28/1995 - 01/23/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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