Unclaimed
Bill R. Barba is an active investment advisor representative with Equitable Advisors, LLC. Bill has been in the financial services industry since December 12, 2011. Bill has a strong track record of experience and is registered in multiple states including New Jersey, New York, California, Connecticut, and Florida. Bill is committed to providing personalized financial advice and guidance to help 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.
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.
1
2
NJ
01/07/2025 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
05/20/2019 - 10/03/2023
J.P. MORGAN SECURITIES LLC (Wall Township NJ)
NC
01/24/2017 - 05/30/2017
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
NJ
11/06/2014 - 02/04/2015
NATIONAL SECURITIES CORPORATION (EDISON NJ)
NY
01/09/2007 - 08/22/2007
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
TX
01/15/2003 - 01/24/2005
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
NY
12/10/1998 - 01/24/2001
LCP CAPITAL CORP. (STATEN ISLAND NY)
PA
06/03/1998 - 12/31/1998
SHAMROCK PARTNERS, LTD (MEDIA PA)
GA
08/18/1997 - 05/18/1998
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
02/18/1997 - 07/30/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
09/10/1996 - 11/29/1996
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
07/09/1996 - 08/22/1996
FIRST CAMBRIDGE SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 07/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bill Barba is the right advisor for you? Invested Better is here to help.