Unclaimed
Barbara Stahl Lovejoy is a registered investment advisor representative with Hunter Associates LLC, a firm based in Pittsburgh, PA. Barbara is a seasoned financial professional with over 30 years of experience in the industry, having held positions at both Hunter Associates, Inc. and Barbara S. Lovejoy, CPA. Her expertise encompasses a range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Barbara holds licenses and certifications in several states, including Series 63, 65, and 7, as well as the Securities Industry Essentials Examination.
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.
Manager of managers
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
PA
12/11/2012 - Present
Hunter Associates LLC (PITTSBURGH PA)
BC
Issued 05/09/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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