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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Siegel is a financial advisor at Wells Fargo Advisors Financial Network, LLC in RED BANK, NJ. Barbara Siegel has been in the industry since April 2, 1996. The advisor has a Series 7, Series 63 and Series 65 licenses. Barbara Siegel has experience working at Wells Fargo Advisors Financial Network, LLC, WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and A. G. EDWARDS & SONS, INC. Barbara Siegel specializes in providing investment advice to high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
05/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
05/31/2012 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
06/01/2009 - 06/19/2012
MORGAN STANLEY SMITH BARNEY (RED BANK NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
05/04/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
NJ
11/14/2005 - 05/01/2006
A. G. EDWARDS & SONS, INC. (RED BANK NJ)
NY
09/18/1996 - 11/15/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/12/1996 - 08/28/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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