Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Reyes is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Barbara has been a financial advisor for over 20 years, with previous experience at Janney Montgomery Scott LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Barbara is a Series 7 and Series 63 licensed professional and holds the SIE exam certification. Barbara offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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2
NY
12/19/2014 - Present
Stifel, Nicolaus & Company, Inc. (HAUPPAUGE NY)
NY
04/22/2010 - 12/24/2014
JANNEY MONTGOMERY SCOTT LLC (MELVILLE NY)
NY
06/01/2009 - 10/20/2009
MORGAN STANLEY SMITH BARNEY (HAUPPAUGE NY)
NY
06/16/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)
NY
08/03/2001 - 06/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 12/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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