Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Monique Turner is a financial advisor with Park Avenue Securities LLC, a firm headquartered in New York City. Barbara is licensed to practice in New York and Pennsylvania, and has been active in the financial industry since 2007. Barbara's career has included roles at Janney Montgomery Scott LLC, AXA Advisors LLC, Lincoln Investment, and Merrill Lynch, Pierce, Fenner & Smith Incorporated, in addition to her current role. Barbara has a broad range of experience in the financial services sector, and holds several industry certifications, including Series 7, Series 24, Series 52, and Series 66.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
02/05/2024 - Present
Park Avenue Securities LLC (NEW YORK NY)
PA
04/17/2019 - 02/05/2024
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
11/02/2018 - 04/12/2019
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
12/08/2014 - 10/23/2018
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
03/07/2013 - 10/31/2014
LINCOLN INVESTMENT (WYNCOTE PA)
PA
01/11/2010 - 02/11/2013
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
09/15/2008 - 11/09/2009
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
01/29/2008 - 06/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)
PA
03/01/2006 - 11/09/2007
CAPITAL ANALYSTS, INCORPORATED (RADNOR PA)
BOTH
Issued 04/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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