Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Paterna is a financial professional with over 10 years of experience in the industry. Barbara is registered with LPL Financial LLC and has passed the Series 99 and SIE exams. Barbara is located in the San Diego office and has been with LPL Financial LLC since 2012. LPL Financial LLC is a large, independent broker-dealer and investment advisor that provides a variety of financial products and services to individuals and businesses. The firm has over $50 billion in assets under management and has a wide range of services, including financial planning, portfolio management, and retirement planning.
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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CA
07/31/2012 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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