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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bari? Claim Your ProfileBari Bowman Johanna is a financial advisor who has been in the industry since 2014. Bari is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Bari has held previous positions with Wells Fargo Clearing Services, LLC, and Prudential Insurance Company of America. Bari has a broad range of experience in the financial services industry, including investment advisory services, financial planning, and securities trading. Bari's experience in the financial services industry includes working with high-net-worth individuals, corporations, and institutions. Bari is committed to providing her clients with personalized financial advice and guidance. Bari's goal is to help her clients achieve their financial goals by providing them with the knowledge and resources they need to make informed financial decisions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
CT
12/22/2021 - 04/05/2022
WELLS FARGO CLEARING SERVICES, LLC (STAMFORD CT)
CT
03/08/2021 - 11/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
11/02/2015 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (YONKERS NY)
NY
04/28/2014 - 06/18/2015
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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