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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 Taylor-hatje is a financial advisor with Morgan Stanley. Barbara has over 20 years of experience in the financial services industry and is registered to provide investment advice in 36 states. Barbara has a broad range of experience working with individuals, families, corporations, and institutions. Barbara holds a Series 7, 31, 66, and SIE license. She specializes in retirement planning, investment management, and insurance. Barbara is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
06/24/2021 - Present
Morgan Stanley (West Hartford CT)
CT
02/06/2015 - 03/09/2016
SANTANDER SECURITIES LLC (ENFIELD CT)
CT
05/31/2013 - 12/31/2014
VOYA FINANCIAL ADVISORS, INC. (CROMWELL CT)
CT
05/08/2006 - 06/04/2013
COMMONWEALTH FINANCIAL NETWORK (CHESHIRE CT)
CT
08/18/1999 - 05/03/2006
MORGAN STANLEY DW INC. (HARTFORD CT)
BOTH
Issued 09/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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